True Wealth Design’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
$5.58K Buy
45
+22
+96% +$2.73K ﹤0.01% 765
2025
Q1
$2.59K Buy
+23
New +$2.59K ﹤0.01% 917