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 |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | COM | 801 | $231,830 | 1,083 | 0.00 | 1,083 | +Inf | 03-31-2024 | |
| HALLIBURTON CO | COM | 802 | $231,468 | 5,998 | 0.00 | 5,998 | +Inf | 03-31-2024 | |
| ISHARES TR | US CONSUM DISCRE | 803 | $231,292 | 2,981 | 0.00 | 0.00 | -4 | -0.13 | 03-31-2024 |
| WISDOMTREE TR | US MIDCAP FUND | 804 | $231,281 | 3,972 | 0.00 | 0.00 | 11 | 0.28 | 03-31-2024 |
