Wintrust Investments LLC Ishares Tr Exponential Technol Transaction History

Wintrust Investments LLC

$123 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$30.69 - $45.28 $2.45 Million - $3.62 Million	-79,934 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$37.58 - $42.97 $51,860 - $59,298	1,380 Added 1.76%	79,934 $3.42 Million
Q3 2019 Nov 07, 2019	BUY	$36.92 - $39.71 $66,123 - $71,120	1,791 Added 2.33%	78,554 $3.04 Million
Q2 2019 Aug 05, 2019	SELL	$36.05 - $39.23 $15,249 - $16,594	-423 Reduced 0.55%	76,763 $0
Q1 2019 May 15, 2019	BUY	$32.41 - $38.63 $80,603 - $96,072	2,487 Added 3.33%	77,186 $2.93 Million
Q4 2018 Feb 13, 2019	BUY	$31.56 - $38.88 $818,792 - $1.01 Million	25,944 Added 53.21%	74,699 $2.48 Million
Q3 2018 Nov 13, 2018	BUY	$36.19 - $39.12 $1.76 Million - $1.91 Million	48,755 New	48,755 $1.89 Million

Others Institutions Holding XT

# of Institutions

251

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$2.08 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.6 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$44.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.5 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.1 Million
0.01% of portfolio

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