A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,248 shares of WTFC stock, worth $813,802. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,248
Previous 6,212 0.58%
Holding current value
$813,802
Previous $612,000 10.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$96.43 - $111.89 $3,471 - $4,028
36 Added 0.58%
6,248 $678,000
Q2 2024

Jul 16, 2024

SELL
$91.95 - $103.07 $2,022 - $2,267
-22 Reduced 0.35%
6,212 $612,000
Q1 2024

Apr 15, 2024

BUY
$90.57 - $104.67 $45,103 - $52,125
498 Added 8.68%
6,234 $650,000
Q4 2023

Jan 30, 2024

BUY
$72.57 - $96.95 $17,344 - $23,171
239 Added 4.35%
5,736 $532,000
Q3 2023

Nov 13, 2023

BUY
$71.37 - $86.05 $392,320 - $473,016
5,497 New
5,497 $415,000

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 $7.91B
  • 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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.