Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
WTFC, WTFCM | WINTRUST FINANCIAL CORP | Director | $118K | +$56.8K | +92.1% | Sep 30, 2024 |
ENV | ENVESTNET, INC. | Director | $0 | Nov 25, 2024 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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