A detailed history of Avantax Advisory Services, Inc. transactions in Wintrust Financial Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,837 shares of WTFC stock, worth $531,424. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,837
Previous 3,570 7.48%
Holding current value
$531,424
Previous $351,000 18.52%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$96.43 - $111.89 $25,746 - $29,874
267 Added 7.48%
3,837 $416,000
Q2 2024

Aug 09, 2024

BUY
$91.95 - $103.07 $328,261 - $367,959
3,570 New
3,570 $351,000

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 $8.41B
  • 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 Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.