Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 04-25-2024 | 03-31-2024 | 732 | 2,352,414,142 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 701 | $270,036 | 8,173 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MORNINGSTAR VALU | 702 | $267,816 | 3,591 | 0.00 | 0.00 | 17 | 0.48 | 03-31-2024 |
| VANGUARD WELLINGTON FD | US VALUE FACTR | 703 | $267,031 | 2,329 | 0.00 | 0.00 | 12 | 0.52 | 03-31-2024 |
| DOMINION ENERGY INC | COM | 704 | $266,432 | 5,258 | 0.00 | 0.00 | -36 | -0.68 | 03-31-2024 |
