A detailed history of Ever Source Wealth Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 73 shares of WTFC stock, worth $9,559. This represents 0.0% of its overall portfolio holdings.

Number of Shares
73
Previous 73 -0.0%
Holding current value
$9,559
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$90.57 - $104.67 $13,585 - $15,700
-150 Reduced 67.26%
73 $7,000
Q4 2023

Feb 09, 2024

BUY
$72.57 - $96.95 $10,885 - $14,542
150 Added 205.48%
223 $20,000
Q2 2023

Aug 04, 2023

BUY
$60.72 - $73.74 $4,068 - $4,940
67 Added 1116.67%
73 $5,000
Q1 2023

May 11, 2023

BUY
$69.65 - $95.65 $417 - $573
6 New
6 $0

Others Institutions Holding WTFC

About WINTRUST FINANCIAL CORP


  • Ticker WTFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,743,300
  • Market Cap $7.95B
  • 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, ...
More about WTFC
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