Concurrent Investment Advisors, LLC Wintrust Financial Corp Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 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 10,186 shares of WTFC stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,186
Previous 10,179
0.07%
Holding current value
$1.13 Million
Previous $1.27 Billion
9.76%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding WTFC
# of Institutions
466Shares Held
58.4MCall Options Held
20KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA6.91MShares$768 Million0.02% of portfolio
-
Black Rock Inc. New York, NY5.72MShares$636 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.97MShares$330 Million0.09% of portfolio
-
State Street Corp Boston, MA2.92MShares$325 Million0.01% of portfolio
-
Capital International Investors Los Angeles, CA1.79MShares$199 Million0.04% of portfolio
About WINTRUST FINANCIAL CORP
- Ticker WTFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,743,300
- Market Cap $6.75B
- 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, ...