A detailed history of Phillips Wealth Planners LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,645 shares of WTFC stock, worth $218,505. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,645
Holding current value
$218,505
% of portfolio
0.2%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$104.15 - $138.5 $171,326 - $227,832
1,645 New
1,645 $205 Million

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 $8.07B
  • 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
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.