Integrated Wealth Concepts’s Wintrust Financial WTFC Stock Holding History

Integrated Wealth Concepts’s Portfolio WTFC Stock Details WTFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$458K	Buy
2025 Q2	$368K	Sell
2025 Q1	$343K	Sell
2024 Q4	$423K	Sell
2024 Q3	$370K	Sell
2024 Q2	$338K	Hold
2024 Q1	$358K	Buy
2021 Q4	–	Sell
2021 Q3	$245K	Buy
2021 Q2	$230K	Buy