Avantax Advisory Services’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Buy	8,418 +1,646	+24%	+$204K	0.01%	1148
2025 Q1	$762K	Buy	6,772 +2,789	+70%	+$314K	﹤0.01%	1238
2024 Q4	$497K	Buy	3,983 +146	+4%	+$18.2K	﹤0.01%	1452
2024 Q3	$416K	Buy	3,837 +267	+7%	+$29K	﹤0.01%	1540
2024 Q2	$352K	Buy	+3,570	New	+$352K	﹤0.01%	1594