A detailed history of Simplicity Wealth,Llc transactions in Wintrust Financial Corp stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,011 shares of WTFC stock, worth $694,023. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,011
Previous 5,000 0.22%
Holding current value
$694,023
Previous $492,000 10.57%
% of portfolio
0.05%
Previous 0.01%

Shares

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

Oct 09, 2024

BUY
$96.43 - $111.89 $1,060 - $1,230
11 Added 0.22%
5,011 $544,000
Q2 2024

Jul 10, 2024

BUY
$91.95 - $103.07 $459,750 - $515,349
5,000 New
5,000 $492,000

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 $8.41B
  • 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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.