$1.05 Billion is the total value of WINTRUST INVESTMENTS LLC's 461 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 15.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $57,071,000 | +20.5% | 321,400 | -4.0% | 5.42% | -15.2% |
| MSFT | Sell | MICROSOFT CORP | $35,822,000 | +7.9% | 106,511 | -9.6% | 3.40% | -24.1% |
| Sell | CALL ALPHABET INC CL Copt | $9,747,000 | -4.9% | 4,100 | -4.7% | 0.93% | -33.1% | |
| JPM | Sell | JPMORGAN CHASE & CO | $7,422,000 | -3.6% | 46,873 | -0.4% | 0.70% | -32.2% |
| Sell | CALL INVESCO QQQ TRopt | $6,550,000 | -8.3% | 18,700 | -8.8% | 0.62% | -35.5% | |
| IJR | Sell | ISHARES CORE S&P ETF SMALLCAPetf | $6,032,000 | +4.5% | 52,679 | -0.3% | 0.57% | -26.4% |
| HD | Sell | HOME DEPOT INC | $5,942,000 | +23.5% | 14,317 | -2.4% | 0.56% | -13.1% |
| EMB | Sell | ISHARES JP MORGAN ETF USD EMERGING MAKETS BONDetf | $4,089,000 | -2.6% | 37,494 | -1.8% | 0.39% | -31.4% |
| Sell | CALL ISHRS MSCI EAFE IDXopt | $4,036,000 | -3.2% | 59,500 | -4.3% | 0.38% | -31.8% | |
| Sell | CALL APPLE INCopt | $3,855,000 | -19.5% | 28,200 | -17.3% | 0.37% | -43.3% | |
| Sell | CALL PHILLIPS 66opt | $3,696,000 | -9.1% | 48,100 | -9.1% | 0.35% | -36.1% | |
| FV | Sell | FIRST TR DORSEY ETF WRIGHT FOCUS FIVE FUNDetf | $3,596,000 | +7.3% | 73,138 | -0.1% | 0.34% | -24.5% |
| AMZN | Sell | AMAZON COM INC | $3,482,000 | -1.2% | 1,044 | -2.7% | 0.33% | -30.5% |
| ABBV | Sell | ABBVIE INC | $3,397,000 | +22.7% | 25,088 | -2.3% | 0.32% | -13.6% |
| BX | Sell | BLACKSTONE GROUP INC COM | $3,020,000 | +2.7% | 23,339 | -7.6% | 0.29% | -27.7% |
| LQD | Sell | ISHARES IBOXX & ETF INVESTMENT GRADE CORP BDetf | $2,940,000 | -0.7% | 22,184 | -0.4% | 0.28% | -30.2% |
| TLT | Sell | ISHARES 20 YEAR ETF TREASURY BONDetf | $2,688,000 | +1.6% | 18,141 | -1.0% | 0.26% | -28.6% |
| Sell | CALL HUMANA INCopt | $2,661,000 | -10.6% | 6,700 | -10.7% | 0.25% | -37.1% | |
| Sell | CALL CISCO SYSTEMSopt | $2,660,000 | -11.9% | 58,600 | -10.5% | 0.25% | -38.0% | |
| Sell | CALL HOME DEPOT INCopt | $2,567,000 | -26.9% | 8,300 | -27.2% | 0.24% | -48.5% | |
| EFG | Sell | ISHARES ETF MSCI EAFE GROWTHetf | $2,468,000 | -4.6% | 22,374 | -7.9% | 0.24% | -32.7% |
| CVS | Sell | CVS HEALTH CORPORATION | $2,349,000 | +19.7% | 22,773 | -1.5% | 0.22% | -15.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,298,000 | +24.2% | 4,576 | -3.4% | 0.22% | -12.8% |
| CME | Sell | CME GROUP INC | $2,239,000 | +6.7% | 9,799 | -9.7% | 0.21% | -24.7% |
| VXF | Sell | VANGUARD EXTENDED ETF MARKETetf | $2,176,000 | -1.8% | 11,901 | -2.1% | 0.21% | -30.8% |
| Sell | CALL BAIDU INC ADRopt | $2,145,000 | -27.7% | 11,000 | -29.0% | 0.20% | -49.0% | |
| SHYG | Sell | ISHARES 0-5 YEAR ETF HIGH YIELD CORPORATE BONDetf | $2,127,000 | -21.7% | 46,948 | -21.0% | 0.20% | -45.0% |
| IJS | Sell | ISHARES ETF S&P SMALL CAP 600 VALUEetf | $2,120,000 | +2.8% | 20,291 | -1.0% | 0.20% | -28.0% |
| UVV | Sell | UNIVERSAL CORP VIRGINIA | $2,076,000 | +10.1% | 37,807 | -3.1% | 0.20% | -22.7% |
| DHR | Sell | DANAHER CORP | $2,072,000 | +6.7% | 6,298 | -1.2% | 0.20% | -24.8% |
| ACWV | Sell | ISHARES EDGE MSCI ETF MIN VOL GLOBAL ETFetf | $2,034,000 | -69.2% | 18,788 | -70.8% | 0.19% | -78.4% |
| PEP | Sell | PEPSICO INCORPORATED | $1,920,000 | +13.4% | 11,055 | -1.8% | 0.18% | -20.5% |
| Sell | CALL SALESFORCE COMopt | $1,791,000 | -6.8% | 7,500 | -7.4% | 0.17% | -34.6% | |
| AXP | Sell | AMERICAN EXPRESS COMPANY | $1,793,000 | -5.7% | 10,959 | -3.5% | 0.17% | -33.9% |
| PDBC | Sell | INVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1etf | $1,749,000 | -45.1% | 124,362 | -17.8% | 0.17% | -61.4% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $1,717,000 | +4.3% | 27,537 | -1.1% | 0.16% | -26.6% |
| SLYG | Sell | SPDR S&P 600 ETF SMALL CAP GROWTHetf | $1,622,000 | +6.3% | 17,473 | -0.2% | 0.15% | -25.2% |
| PRU | Sell | PRUDENTIAL FINANCIAL INC | $1,594,000 | +0.2% | 14,725 | -2.6% | 0.15% | -29.8% |
| Sell | CALL MCKESSON CORPopt | $1,501,000 | -3.3% | 9,500 | -7.8% | 0.14% | -31.9% | |
| SHY | Sell | ISHARES ETF 1-3 YR TREASURY BONDetf | $1,446,000 | -32.3% | 16,910 | -31.8% | 0.14% | -52.6% |
| HPQ | Sell | HP INC | $1,390,000 | +36.0% | 36,887 | -1.2% | 0.13% | -4.3% |
| UPS | Sell | UNITED PARCEL SERVICE-B | $1,338,000 | +17.1% | 6,241 | -0.5% | 0.13% | -17.5% |
| BHP | Sell | BHP BILLITON LTD SPON ADR | $1,296,000 | -18.6% | 21,480 | -27.8% | 0.12% | -42.8% |
| Sell | CALL RAYTHEON TECHNOLOGIopt | $1,211,000 | -6.6% | 20,800 | -6.3% | 0.12% | -34.3% | |
| MOAT | Sell | VANECK VECTORS TR ETF MORNINGSTAR WIDE MOAT ETFetf | $1,101,000 | +3.5% | 14,472 | -0.4% | 0.10% | -27.1% |
| USMV | Sell | ISHARES EDGE MSCI ETF MIN VOL USA ETFetf | $1,102,000 | -65.2% | 13,625 | -68.4% | 0.10% | -75.5% |
| CRM | Sell | SALESFORCE COM | $1,109,000 | -14.2% | 4,363 | -8.4% | 0.10% | -39.7% |
| PDP | Sell | INVESCO ETF DWA MOMENTUM ETFetf | $1,079,000 | +3.7% | 11,412 | -1.9% | 0.10% | -27.0% |
| BAM | Sell | BROOKFIELD ASSET MANGMNT CLASS A | $1,026,000 | +12.1% | 16,999 | -0.6% | 0.10% | -21.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $998,000 | +15.5% | 12,357 | -2.7% | 0.10% | -18.8% |
| Sell | CALL CVS CORPopt | $986,000 | -6.8% | 15,900 | -7.0% | 0.09% | -34.3% | |
| Sell | CALL ELI LILLY & COopt | $975,000 | -17.4% | 5,000 | -30.6% | 0.09% | -41.5% | |
| EMLP | Sell | FIRST TRUST FD IV ETF NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDetf | $953,000 | -0.4% | 38,162 | -5.6% | 0.09% | -29.5% |
| EMR | Sell | EMERSON ELECTRIC CO | $928,000 | -1.5% | 9,978 | -0.2% | 0.09% | -30.7% |
| SLB | Sell | SCHLUMBERGER LTD | $921,000 | +0.3% | 30,752 | -0.7% | 0.09% | -29.0% |
| APH | Sell | AMPHENOL CORP NEW CL A | $918,000 | +17.1% | 10,500 | -1.9% | 0.09% | -17.9% |
| Sell | CALL INVESCO S&P 500opt | $904,000 | -4.8% | 7,800 | -4.9% | 0.09% | -32.8% | |
| CMCSA | Sell | COMCAST CORP NEW CL A | $888,000 | -14.5% | 17,639 | -5.0% | 0.08% | -40.0% |
| PPH | Sell | VANECK VECTORS TR ETF PHARMACEUTICAL ETFetf | $882,000 | +2.4% | 11,455 | -3.1% | 0.08% | -27.6% |
| BTO | Sell | JOHN HANCOCK FINANCIAL OPPORTUNITY FDcef | $871,000 | +9.6% | 18,691 | -0.1% | 0.08% | -22.4% |
| IWP | Sell | ISHARES ETF RUSSELL MIDCAP GROWTHetf | $870,000 | +2.4% | 7,550 | -0.4% | 0.08% | -27.8% |
| ICSH | Sell | ISHARES TR ETF ISHARES ULTRA SHORT-TERM BDetf | $858,000 | -21.5% | 17,032 | -21.3% | 0.08% | -44.6% |
| NKE | Sell | NIKE INC CLASS B | $860,000 | +8.7% | 5,161 | -5.2% | 0.08% | -23.4% |
| Sell | CALL ORACLE CORPopt | $827,000 | -26.8% | 10,500 | -29.5% | 0.08% | -48.4% | |
| CHDN | Sell | CHURCHILL DOWNS INC | $825,000 | -4.0% | 3,423 | -4.3% | 0.08% | -32.8% |
| ARCC | Sell | ARES CAPITAL CORP | $818,000 | +3.7% | 38,598 | -0.6% | 0.08% | -27.1% |
| EW | Sell | EDWARDS LIFESCIENCE CORP | $799,000 | +8.6% | 6,165 | -5.2% | 0.08% | -23.2% |
| DELL | Sell | DELL TECHNOLOGIES INC CL C | $795,000 | -53.6% | 14,157 | -14.1% | 0.08% | -67.2% |
| Sell | CALL MARRIOTT INTL INCopt | $775,000 | -9.6% | 8,000 | -10.1% | 0.07% | -36.2% | |
| AMJ | Sell | JPMORGAN CHASE & CO ETN ALERIAN MLP INDEX ETN BASED ON WAP MAT05/24/24 | $767,000 | -5.4% | 43,050 | -3.6% | 0.07% | -33.6% |
| FDN | Sell | FIRST TRUST DOW JONE ETF INTERNET INDEX FUNDetf | $770,000 | -6.2% | 3,406 | -2.1% | 0.07% | -34.2% |
| EXR | Sell | EXTRA SPACE STORAGE INC | $751,000 | +31.8% | 3,313 | -2.4% | 0.07% | -7.8% |
| WY | Sell | WEYERHAEUSER CO | $730,000 | +13.4% | 17,721 | -2.1% | 0.07% | -20.7% |
| FIS | Sell | FIDELITY NATIONAL INFORMATION SVCS | $711,000 | -23.6% | 6,512 | -14.9% | 0.07% | -46.0% |
| BIL | Sell | SPDR BLOOMBERG ETF 1-3 MNTH T BILL 1-3 MNTH T BILL ETF NEWetf | $707,000 | -0.3% | 7,734 | -0.2% | 0.07% | -30.2% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $697,000 | +9.2% | 5,242 | -1.9% | 0.07% | -23.3% |
| PM | Sell | PHILIP MORRIS INTERNATIONAL INC | $698,000 | -1.3% | 7,350 | -1.5% | 0.07% | -30.5% |
| FPXI | Sell | FIRST TR ETF II ETF INTL IPO ETFetf | $689,000 | -14.4% | 11,952 | -4.8% | 0.06% | -40.4% |
| SPG | Sell | SIMON PROPERTY GROUP REIT INC NEW | $670,000 | +14.7% | 4,193 | -6.7% | 0.06% | -19.0% |
| FPX | Sell | FIRST TRUST US ETF EQUITY OPPORTUNITIESetf | $627,000 | -6.8% | 5,119 | -6.1% | 0.06% | -34.1% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $632,000 | +0.8% | 5,257 | -6.3% | 0.06% | -29.4% |
| XLK | Sell | SECTOR SPDR TR ETF TECHNOLOGY SELECT SECTORetf | $599,000 | +10.7% | 3,445 | -4.9% | 0.06% | -21.9% |
| BAX | Sell | BAXTER INTERNATIONAL INC | $558,000 | +5.5% | 6,506 | -1.0% | 0.05% | -25.4% |
| DUK | Sell | DUKE ENERGY CORP COM NEW | $556,000 | +2.4% | 5,298 | -4.8% | 0.05% | -27.4% |
| BLL | Sell | BALL CORP | $538,000 | -2.4% | 5,585 | -8.8% | 0.05% | -31.1% |
| UNP | Sell | UNION PACIFIC CORP | $538,000 | +26.3% | 2,136 | -1.6% | 0.05% | -12.1% |
| Sell | CALL BERKSHIRE HATHAWAYopt | $528,000 | -15.8% | 2,800 | -17.6% | 0.05% | -41.2% | |
| SCHW | Sell | SCHWAB CHARLES CORP NEW | $514,000 | +10.1% | 6,114 | -4.7% | 0.05% | -22.2% |
| LSXMA | Sell | LIBERTY MEDIA CORP DEL COM SER A SIRIUSXM GRP | $513,000 | +5.6% | 10,095 | -1.9% | 0.05% | -25.8% |
| PNC | Sell | PNC FINANCIAL SERVICES GROUP | $501,000 | +1.4% | 2,499 | -1.0% | 0.05% | -28.4% |
| MBB | Sell | ISHARES MBS ETFetf | $505,000 | -18.8% | 4,697 | -18.3% | 0.05% | -42.9% |
| IWO | Sell | ISHARES ETF RUSSELL 2000 GROWTHetf | $507,000 | -0.8% | 1,730 | -0.6% | 0.05% | -30.4% |
| DOCU | Sell | DOCUSIGN INC | $493,000 | -44.5% | 3,238 | -6.3% | 0.05% | -60.8% |
| Sell | CALL SELECT SECTOR SPDRopt | $497,000 | -98.7% | 14,500 | -83.7% | 0.05% | -99.1% | |
| LBRDA | Sell | LIBERTY BROADBAND CORP COM SER A | $489,000 | -6.0% | 3,040 | -1.6% | 0.05% | -34.3% |
| Sell | CALL DUPONT DE NEMOURSopt | $473,000 | -24.7% | 8,500 | -24.8% | 0.04% | -47.1% | |
| IBB | Sell | ISHARES NASDAQ ETF BIOTECHNOLOGYetf | $471,000 | -9.9% | 3,087 | -4.6% | 0.04% | -36.6% |
| PKW | Sell | INVESCO ETF BUYBACK ACHIEVERS ETFetf | $459,000 | +6.0% | 4,758 | -1.0% | 0.04% | -24.1% |
| IMO | Sell | IMPERIAL OIL LTD NEW | $468,000 | -0.8% | 12,966 | -13.4% | 0.04% | -31.2% |
| AIA | Sell | ISHARES ETF ASIA 50etf | $457,000 | -17.2% | 5,965 | -15.6% | 0.04% | -42.7% |
| BA | Sell | BOEING CO | $435,000 | -34.6% | 2,162 | -28.5% | 0.04% | -54.4% |
| EMN | Sell | EASTMAN CHEMICAL CO | $417,000 | +11.8% | 3,450 | -6.8% | 0.04% | -20.0% |
| Sell | CALL BUNGE LIMITEDopt | $422,000 | -7.9% | 7,200 | -7.7% | 0.04% | -35.5% | |
| DWAS | Sell | INVESCO TR II ETF DWA SMALLCAP MOMENTUMetf | $388,000 | +1.6% | 4,311 | -0.9% | 0.04% | -28.8% |
| QQQJ | Sell | INVESCO TR II ETF NASDAQ NEXT GEN 100etf | $378,000 | -15.1% | 11,250 | -16.4% | 0.04% | -40.0% |
| NOW | Sell | SERVICENOW INC | $375,000 | -7.2% | 578 | -10.9% | 0.04% | -34.5% |
| IWR | Sell | ISHARES RUSSELL ETF MIDCAPetf | $369,000 | +1.1% | 4,448 | -4.7% | 0.04% | -28.6% |
| QTEC | Sell | FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUNDetf | $370,000 | +10.4% | 2,112 | -0.5% | 0.04% | -22.2% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GROUP INC | $364,000 | +6.4% | 5,450 | -2.8% | 0.04% | -23.9% |
| URI | Sell | UNITED RENTALS INC | $370,000 | -5.9% | 1,113 | -0.5% | 0.04% | -34.0% |
| APO | Sell | APOLLO GLOBAL MGMT INCHG CL A | $319,000 | +15.2% | 4,398 | -2.4% | 0.03% | -18.9% |
| EEM | Sell | ISHARES MSCI ETF EMERGING MARKETSetf | $297,000 | -8.6% | 6,088 | -5.7% | 0.03% | -36.4% |
| ITA | Sell | ISHARES ETF U S AEROSPACE & DEFENSEetf | $288,000 | -12.2% | 2,800 | -11.1% | 0.03% | -38.6% |
| Sell | CALL BECTON DICKINSON &opt | $285,000 | -42.2% | 1,200 | -40.0% | 0.03% | -59.7% | |
| AVA | Sell | AVISTA CORP | $284,000 | +3.3% | 6,683 | -5.0% | 0.03% | -27.0% |
| IOO | Sell | ISHARES ETF GLOBAL 100etf | $264,000 | -5.7% | 3,390 | -14.0% | 0.02% | -34.2% |
| Sell | CALL DISCOVERY INC Aopt | $260,000 | -81.2% | 7,800 | -77.1% | 0.02% | -86.6% | |
| DES | Sell | WISDOMTREE S/C DVD ETF FDetf | $255,000 | +4.9% | 7,772 | -1.3% | 0.02% | -27.3% |
| Sell | CALL VANECK VECTORS TRopt | $242,000 | -9.7% | 900 | -10.0% | 0.02% | -36.1% | |
| Sell | CALL FORD MOTOR COopt | $243,000 | -9.3% | 23,500 | -9.6% | 0.02% | -36.1% | |
| FEP | Sell | FIRST TR EUROPE ETF ALPHADEX FUNDetf | $217,000 | -0.5% | 5,043 | -3.1% | 0.02% | -27.6% |
| DGRO | Sell | ISHARES CORE ETF DIVIDEND GROWTHetf | $218,000 | -12.8% | 3,919 | -21.2% | 0.02% | -38.2% |
| MA | Sell | MASTERCARD INC CL A | $225,000 | +1.8% | 626 | -1.6% | 0.02% | -30.0% |
| IHE | Sell | ISHARES ETF U S PHARMACEUTICALSetf | $214,000 | -17.1% | 1,070 | -24.2% | 0.02% | -42.9% |
| EA | Sell | ELECTRONIC ARTS INC | $204,000 | -22.1% | 1,545 | -16.3% | 0.02% | -45.7% |
| PID | Exit | INVESCO ETF INTL DIVID ACHIEVERS | $0 | – | -10,700 | -100.0% | -0.02% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -1,692 | -100.0% | -0.03% | – |
| VNQI | Exit | VANGUARD GLOBAL ETF EX-U.S REAL ESTATE | $0 | – | -3,610 | -100.0% | -0.03% | – |
| YUMC | Exit | YUM CHINA HOLDINGS INC | $0 | – | -3,583 | -100.0% | -0.03% | – |
| Exit | CALL EDWARDS LIFESCIENCopt | $0 | – | -2,200 | -100.0% | -0.03% | – | |
| D | Exit | DOMINION ENERGY INC | $0 | – | -3,266 | -100.0% | -0.03% | – |
| IYR | Exit | ISHARES ETF U.S REAL ESTATE | $0 | – | -2,389 | -100.0% | -0.03% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,009 | -100.0% | -0.03% | – |
| REGN | Exit | REGENERON PHARMACEUTICAL INC | $0 | – | -430 | -100.0% | -0.04% | – |
| APD | Exit | AIR PRODUCTS & CHEMICALS INC | $0 | – | -1,120 | -100.0% | -0.04% | – |
| PTLC | Exit | PACER FDS TR ETF TRENDPILOT 750 ETF | $0 | – | -9,469 | -100.0% | -0.05% | – |
| UDN | Exit | INVESCO DB US DLR ETF INDEX TRUST BEARISH FUND | $0 | – | -20,600 | -100.0% | -0.06% | – |
| SPTL | Exit | SPDR PORTFOLIO ETF LOND TERM TREASURY TREASURY ETF | $0 | – | -10,659 | -100.0% | -0.06% | – |
| IEFA | Exit | ISHARES CORE MSCI ETF EAFE ETF | $0 | – | -7,030 | -100.0% | -0.07% | – |
| Exit | CALL AXON ENTERPRISE INopt | $0 | – | -4,200 | -100.0% | -0.08% | – | |
| AVGO | Exit | BROADCOM INC | $0 | – | -1,524 | -100.0% | -0.10% | – |
| ABT | Exit | ABBOTT LABORATORIES | $0 | – | -19,830 | -100.0% | -0.32% | – |
| Exit | PUT TESLA INCopt | $0 | – | -3,900 | -100.0% | -0.39% | – | |
| QUAL | Exit | ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF | $0 | – | -23,901 | -100.0% | -0.42% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -69,471 | -100.0% | -0.74% | – |
| QQQ | Exit | INVESCO QQQ TR ETF UNIT SER 1 | $0 | – | -15,757 | -100.0% | -0.76% | – |
| SPY | Exit | SPDR S&P 500 TRUST ETF | $0 | – | -27,638 | -100.0% | -1.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 30 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS SP 500 ETF SHS NEW | 30 | Q3 2023 | 2.8% |
| CALL ABBVIE INC | 30 | Q3 2023 | 0.8% |
| ILLINOIS TOOL WORKS INC | 30 | Q3 2023 | 0.6% |
| VANGUARD REIT ETF | 30 | Q3 2023 | 1.0% |
| EXXON MOBIL CORP | 30 | Q3 2023 | 0.6% |
| CVS HEALTHCORPORATION | 30 | Q3 2023 | 0.6% |
| FIRST TR DORSEY ETF WRIGHT FOCUS FIVE FUND | 30 | Q3 2023 | 0.5% |
| PROCTER & GAMBLE CO | 30 | Q3 2023 | 0.4% |
| DANAHER CORP | 30 | Q3 2023 | 0.6% |
View WINTRUST INVESTMENTS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| X-17A-5 | 2024-02-29 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-11 |
View WINTRUST INVESTMENTS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.