Chicago Partners Investment Group LLC Purchases in Q3 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.24K
+ 1.45%
$25.36 - $28.37 $158K - $177K
437K $12.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
27.9K
+ 7.86%
$24.39 - $25.28 $680K - $704K
382K $9.61M
MCD
Mcdonalds Corp

Consumer Cyclical
72
+ 0.39%
$245.82 - $304.51 $17.7K - $21.9K
18.4K $5.61M
IWC
Russell Micro Cap ETF

ETFs
1.55K
+ 1.95%
$112.21 - $129.46 $173K - $200K
80.6K $9.94M
PG
Procter & Gamble CO

Consumer Defensive
3.75K
+ 12.65%
$160.76 - $177.82 $603K - $667K
33.4K $5.79M
VEA
Vanguard Ftse Developed Market

ETFs
9.14K
+ 8.9%
$47.6 - $53.31 $435K - $487K
112K $5.9M
ABBV
Abb Vie Inc.

Healthcare
161
+ 0.53%
$163.84 - $199.33 $26.4K - $32.1K
30.7K $6.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.01%
$173.36 - $189.8 $693 - $759
53.6K $10.2M
SHOP
Shopify Inc.

Technology
7.08K
+ 42.38%
$52.26 - $80.75 $370K - $572K
23.8K $1.91M
ASTS
Ast Space Mobile, Inc.

Communication Services
3.37K
+ 6.95%
$10.72 - $38.6 $36.1K - $130K
51.9K $1.36M
ORCL
Oracle Corp

Technology
1.5K
+ 8.43%
$125.9 - $170.35 $189K - $256K
19.3K $3.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
932
+ 2.82%
$434.77 - $502.96 $405K - $469K
33.9K $16.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.97K
+ 2.75%
$71.45 - $75.64 $284K - $301K
149K $11.2M
CME
Cme Group Inc.

Financial Services
497
+ 1.9%
$193.43 - $220.62 $96.1K - $110K
26.7K $5.89M
DUK
Duke Energy Corp

Utilities
75
+ 0.16%
$99.35 - $117.71 $7.45K - $8.83K
46.3K $5.34M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
14.2K
+ 99.81%
$45.2 - $47.87 $643K - $681K
28.5K $1.35M
IEF
Ishares Barclays

ETFs
3.49K
+ 4.44%
$92.67 - $99.14 $323K - $346K
82K $8.05M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.01K
+ 0.54%
$21.91 - $26.03 $22.1K - $26.2K
188K $4.82M
CBOE
Cboe Global Markets, Inc.

Financial Services
2.94K
+ 119.87%
$168.57 - $213.65 $495K - $628K
5.39K $1.1M
IEFA
Ishares Tr

ETFs
1.08K
+ 1.0%
$70.09 - $78.74 $75.6K - $84.9K
109K $8.51M
IWM
Ishares Russell 2000 ETF

ETFs
379
+ 1.18%
$200.87 - $224.6 $76.1K - $85.1K
32.4K $7.16M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.29K
+ 2.2%
$106.85 - $117.19 $138K - $151K
59.9K $7.02M
VBR
Vanguard Small Cap Value ETF

ETFs
392
+ 1.33%
$179.99 - $201.6 $70.6K - $79K
29.8K $5.98M
UNP
Union Pacific Corp

Industrials
209
+ 0.75%
$221.78 - $256.09 $46.4K - $53.5K
28K $6.89M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.65K
+ 1.63%
$96.25 - $101.98 $159K - $168K
103K $10.4M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
26.5K
+ 24.67%
$18.55 - $19.57 $492K - $519K
134K $2.58M
AVDE
American Centy ETF Tr Avantis

ETFs
2.95K
+ 3.71%
$60.09 - $67.67 $177K - $199K
82.3K $5.52M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
29.4K
+ 4.1%
$8.59 - $9.07 $252K - $266K
745K $6.74M
WMT
Walmart Inc.

Consumer Defensive
828
+ 2.24%
$66.91 - $81.4 $55.4K - $67.4K
37.7K $3.05M
SPMD
Spdr Portfolio

ETFs
5.64K
+ 8.01%
$50.29 - $54.92 $283K - $309K
76K $4.15M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.02K
+ 9.14%
$77.23 - $87.97 $233K - $265K
36K $3.12M
AVIV
American Centy ETF Tr Avantis
3.19K
+ 3.26%
$50.37 - $56.43 $161K - $180K
101K $5.67M
ETN
Eaton Corp PLC

Industrials
1.55K
+ 100.91%
$272.52 - $333.02 $421K - $515K
3.08K $1.02M
AVDV
American Centy ETF Tr Avantis

ETFs
1.71K
+ 2.41%
$62.52 - $71.12 $107K - $122K
72.8K $5.14M
AVSC
American Centy ETF Tr Avantis
5.95K
+ 12.95%
$49.07 - $56.13 $292K - $334K
51.9K $2.8M
ARCC
Ares Capital Corp

Financial Services
22K
+ 4.79%
$19.8 - $21.28 $437K - $469K
482K $10.1M
FVD
First Tr Value Line Divid Inde

ETFs
611
+ 0.61%
$40.45 - $45.49 $24.7K - $27.8K
100K $4.57M
EFA
Ishares Tr Msci Eafe ETF

ETFs
462
+ 0.56%
$75.32 - $84.37 $34.8K - $39K
83.7K $7M
FNDA
Schwab Fundamental U S Small C

ETFs
7.36K
+ 81.18%
$54.26 - $60.01 $399K - $442K
16.4K $978K
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.2K
+ 3.04%
$17.35 - $18.22 $194K - $203K
378K $6.84M
DISV
Dimensional ETF Tr Dimensional

ETFs
529
+ 0.25%
$26.06 - $29.18 $13.8K - $15.4K
210K $6.09M
FEX
First Tr Large Cap Core Alphde

ETFs
508
+ 0.9%
$94.21 - $104.17 $47.9K - $52.9K
56.9K $5.93M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.96K
+ 8.72%
$71.9 - $79.86 $213K - $236K
36.9K $2.93M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.52K
+ 99.91%
$49.82 - $55.29 $374K - $416K
15K $831K
FTSL
First Trust Senior Ln Fund

ETFs
8.66K
+ 6.04%
$45.51 - $46.26 $394K - $400K
152K $6.97M
MOH
Molina Healthcare, Inc.

Healthcare
1.2K
New
$283.98 - $360.73 $341K - $433K
1.2K $413K
NEE
Nextera Energy Inc

Utilities
1.51K
+ 7.25%
$69.9 - $84.97 $106K - $128K
22.4K $1.89M
EMLP
First Tr Exchange Traded Iv

ETFs
866
+ 0.74%
$30.38 - $34.0 $26.3K - $29.4K
119K $3.98M
SBAC
Sba Communications Corp

Real Estate
1.66K
New
$189.0 - $245.01 $313K - $405K
1.66K $398K
Activity Summary
Buys All Purchases 525 New Holdings 67 Increased Positions 458 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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