Wintrust Financial Corporation shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Wintrust Financial Corporation (WTFC) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Wintrust Financial Corporation
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All positions including Wintrust Financial Corporation held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wintrust Financial Corporation by Mount Yale Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $313k | 4.1k | 75.51 |
2023-06-30 | $262k | 3.6k | 72.62 |
2023-03-31 | $286k | 3.9k | 72.95 |
2022-12-31 | $386k | 4.6k | 84.52 |
2022-09-30 | $352k | 4.3k | 81.46 |
2022-06-30 | $351k | 4.4k | 80.17 |
2022-03-31 | $370k | 4.0k | 93.04 |
2021-12-31 | $332k | 3.7k | 90.86 |
2021-09-30 | $349k | 4.3k | 80.43 |
2021-06-30 | $291k | 3.8k | 75.76 |
2021-03-31 | $294k | 3.9k | 75.70 |
2020-12-31 | $290k | 4.7k | 61.17 |
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