Ep Wealth Advisors, LLC Wintrust Financial Corp Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,796 shares of WTFC stock, worth $631,920. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,796
Previous 3,719
28.96%
Holding current value
$631,920
Previous $366,000
42.08%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WTFC
# of Institutions
426Shares Held
54.8MCall Options Held
27.4KPut Options Held
3.5K-
Vanguard Group Inc Valley Forge, PA6.85MShares$903 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.72MShares$753 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.27MShares$430 Million0.09% of portfolio
-
State Street Corp Boston, MA2.63MShares$346 Million0.01% of portfolio
-
Capital International Investors Los Angeles, CA1.79MShares$235 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 $8B
- 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, ...