AE Wealth Management’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,167	Closed	-$811K	–	2004
2023 Q4	$811K	Buy	+8,167	New	+$811K	﹤0.01%	1231
2023 Q1	–	Sell	-6,677	Closed	-$564K	–	2010
2022 Q4	$564K	Sell	6,677 -215	-3%	-$18.2K	﹤0.01%	1248
2022 Q3	$562K	Buy	+6,892	New	+$562K	﹤0.01%	1192