A detailed history of Beverly Hills Private Wealth, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 2,067 shares of WTFC stock, worth $267,903. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,067
Holding current value
$267,903
% of portfolio
0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$104.15 - $138.5 $215,278 - $286,279
2,067 New
2,067 $258 Million

Others Institutions Holding WTFC

About WINTRUST FINANCIAL CORP


  • Ticker WTFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,743,300
  • Market Cap $7.87B
  • Description
  • Wintrust Financial Corporation operates as a financial holding company. It operates in three segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers non-interest bearing deposits, non-brokered interest-bearing transaction accounts, and savings and domestic time deposits; home equity, consumer, ...
More about WTFC
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.