Concurrent Investment Advisors, LLC Wintrust Financial Corp Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
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 10,159 shares of WTFC stock, worth $979,632. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,159
Previous 10,152
0.07%
Holding current value
$979,632
Previous $942 Million
12.63%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding WTFC
# of Institutions
399Shares Held
53.8MCall Options Held
24.2KPut Options Held
12.2K-
Vanguard Group Inc Valley Forge, PA6.45MShares$622 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.7MShares$550 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.87MShares$277 Million0.08% of portfolio
-
State Street Corp Boston, MA2.56MShares$246 Million0.01% of portfolio
-
Victory Capital Management Inc1.76MShares$170 Million0.19% of portfolio
About WINTRUST FINANCIAL CORP
- Ticker WTFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,743,300
- Market Cap $5.86B
- 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, ...