Avior Wealth Management’s Wintrust Financial WTFC Stock Holding History

Avior Wealth Management’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$63.5K	Sell
2024 Q3	$55.4K	Buy
2024 Q2	$50.2K	Sell
2024 Q1	$103K	Buy
2023 Q4	$927	Hold
2023 Q3	$755	Hold
2023 Q2	$726	Hold
2023 Q1	$729	Buy
2019 Q1	–	Sell
2018 Q4	$128K	Buy