Mount Yale Investment Advisors, LLC Wintrust Financial Corp Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,312 shares of WTFC stock, worth $671,968. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,312
Previous 5,381
1.28%
Holding current value
$671,968
Previous $530,000
8.68%
% of portfolio
0.06%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding WTFC
# of Institutions
427Shares Held
53.5MCall Options Held
27.4KPut Options Held
3.5K-
Vanguard Group Inc Valley Forge, PA6.85MShares$867 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.72MShares$723 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.27MShares$413 Million0.09% of portfolio
-
State Street Corp Boston, MA2.63MShares$332 Million0.01% of portfolio
-
Capital International Investors Los Angeles, CA1.79MShares$226 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 $7.68B
- 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, ...