Concurrent Investment Advisors, LLC Wintrust Financial Corp Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,410 shares of WTFC stock, worth $1.32 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,410
Previous 10,393
0.16%
Holding current value
$1.32 Million
Previous $1.29 Billion
7.0%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding WTFC
# of Institutions
493Shares Held
60.1MCall Options Held
6.7KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA6.86MShares$868 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.72MShares$723 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.79MShares$353 Million0.08% of portfolio
-
State Street Corp Boston, MA2.7MShares$342 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL1.89MShares$239 Million0.2% of portfolio
About WINTRUST FINANCIAL CORP
- Ticker WTFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,743,300
- Market Cap $7.69B
- 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, ...