Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
ENV | ENVESTNET, INC. | Director | $1.59 M | Feb 29, 2024 | ||
WTFC, WTFCM | WINTRUST FINANCIAL CORP | Director | $77.7 K | +$56.8 K | +272% | Jun 30, 2024 |
Sym | Company | Class | Transaction | % | Value $ | Price $ | Shares | Shares After | Date | Ownership |
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