BHPW
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Beverly Hills Private Wealth’s Wintrust Financial WTFC Stock Holding History

Beverly Hills Private Wealth’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$261K Sell
2,102
-188
-8% -$23.3K 0.05% 288
2025
Q1 		$258K Buy
2,290
+223
+11% +$25.1K 0.05% 295
2024
Q4 		$258K Buy
+2,067
New +$258K 0.05% 287