A detailed history of Jfs Wealth Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 50 shares of WTFC stock, worth $6,547. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 48 4.17%
Holding current value
$6,547
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$96.43 - $111.89 $192 - $223
2 Added 4.17%
50 $5,000
Q4 2023

Feb 07, 2024

BUY
$72.57 - $96.95 $2,104 - $2,811
29 Added 152.63%
48 $4,000
Q3 2023

Nov 02, 2023

SELL
$71.37 - $86.05 $1,284 - $1,548
-18 Reduced 48.65%
19 $1,000
Q2 2023

Aug 07, 2023

BUY
$60.72 - $73.74 $546 - $663
9 Added 32.14%
37 $2,000
Q1 2023

Apr 19, 2023

SELL
$69.65 - $95.65 $1,671 - $2,295
-24 Reduced 46.15%
28 $2,000
Q4 2022

Feb 13, 2023

SELL
$80.22 - $95.03 $401 - $475
-5 Reduced 8.77%
52 $4,000
Q3 2022

Oct 21, 2022

BUY
$26.27 - $88.8 $604 - $2,042
23 Added 67.65%
57 $5,000
Q2 2022

Aug 02, 2022

SELL
$76.44 - $96.01 $1,223 - $1,536
-16 Reduced 32.0%
34 $3,000
Q1 2022

May 02, 2022

BUY
$87.3 - $105.06 $2,619 - $3,151
30 Added 150.0%
50 $5,000
Q4 2021

Feb 03, 2022

BUY
$81.84 - $96.94 $1,636 - $1,938
20 New
20 $2,000

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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