Chicago Partners Investment Group LLC Incresed Positions in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
689
+ 2.33%
$60.73 - $64.94 $41.8K - $44.7K
30.3K $1.86M
ELYM
Eliem Therapeutics, Inc.

Healthcare
4.73K
+ 27.87%
$4.11 - $5.42 $19.4K - $25.6K
21.7K $89K
PULS
Pgim ETF Tr

ETFs
70
+ 1.36%
$49.51 - $49.79 $3.47K - $3.49K
5.22K $258K
DMA
Destra Multi Alternative Fund

Financial Services
1.34K
+ 2.86%
$8.46 - $9.09 $11.4K - $12.2K
48.4K $409K
Dimensional ETF Trust
6.14K
+ 95.65%
N/A
12.6K $0
Dimensional ETF Trust
2.04K
+ 2.58%
N/A
81.1K $0
Linde PLC
619
+ 18.76%
N/A
3.92K $0
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
2.22K
+ 8.26%
$18.1 - $19.97 $40.3K - $44.4K
29.2K $529K
Vanguard Malvern Fds
1.79K
+ 26.53%
N/A
8.53K $0
Fidelity Wise Origin Bitcoin
95
+ 1.48%
N/A
6.52K $0
NRZ
New Residential Investment Corp.

Real Estate
69
+ 0.15%
N/A
46.3K $335K
URTH
Ishares Msci World ETF

ETFs
21
+ 0.72%
$153.73 - $162.67 $3.23K - $3.42K
2.94K $457K
Proshares Tr
4.85K
+ 70.56%
N/A
11.7K $0
ISCV
Ishares Morningstar Small Cap

ETFs
59
+ 0.12%
$62.21 - $69.5 $3.67K - $4.1K
49.9K $3.16M
Siriusxm Holdings Inc
1.2K
+ 7.86%
N/A
16.5K $0
American Centy ETF Tr
4.69K
+ 13.63%
N/A
39.1K $0
Innovator Etfs Trust
51.7K
+ 53.19%
N/A
149K $0
Dimensional ETF Trust
22.3K
+ 6.18%
N/A
383K $0
Canadian Pacific Kansas City
10
+ 0.13%
N/A
7.7K $0
American Centy ETF Tr
553
+ 3.91%
N/A
14.7K $0
Mach Natural Resources LP
17.2K
+ 7.65%
N/A
242K $0
Ftai Aviation LTD
86
+ 2.95%
N/A
3K $0
Ge Healthcare Technologies I
319
+ 6.43%
N/A
5.28K $0
Ge Vernova Inc
576
+ 9.74%
N/A
6.49K $0
Veralto Corp
336
+ 17.69%
N/A
2.24K $0
STXK
Ea Ser Tr Strive 2000 ETF
2.87K
+ 13.75%
N/A
23.7K $0
Bank America Corp
2
+ 0.47%
N/A
431 $0
American Centy ETF Tr
2.31K
+ 14.28%
N/A
18.5K $0
MET
Metlife Inc

Financial Services
11
+ 0.4%
$78.15 - $88.25 $860 - $971
2.79K $228K
DFSE
Dimensional ETF Tr Dimen Emrgn
149
+ 2.38%
N/A
6.4K $0
DFSI
Dimensional ETF Tr Dimen Intl
566
+ 3.07%
N/A
19K $0
SFLR
Innovator Etfs Tr Equity Manag
246K
+ 19.66%
N/A
1.5M $0
MANH
Manhattan Associates Inc

Technology
32
+ 4.04%
$263.36 - $309.78 $8.43K - $9.91K
825 $222K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.02K
+ 8.04%
$33.43 - $36.52 $34K - $37.2K
13.7K $461K
FITB
Fifth Third Bancorp

Financial Services
48
+ 0.77%
$41.76 - $48.44 $2K - $2.33K
6.28K $265K
AEP
American Electric Power CO Inc

Utilities
253
+ 10.58%
$90.91 - $102.21 $23K - $25.9K
2.65K $243K
ILCV
Ishares Morningstar Value ETF

ETFs
20
+ 0.55%
$80.23 - $85.43 $1.6K - $1.71K
3.65K $295K
VONV
Vanguard Russell 1000 Value Et

ETFs
418
+ 2.39%
$80.87 - $87.69 $33.8K - $36.7K
17.9K $1.46M
UTRN
Exch Traded Concepts Tr

ETFs
53
+ 0.41%
$30.04 - $32.49 $1.59K - $1.72K
13K $395K
HYG
Ishares Tr

ETFs
201
+ 1.76%
$78.09 - $80.04 $15.7K - $16.1K
11.6K $913K
SYY
Sysco Corp

Consumer Defensive
122
+ 1.41%
$73.63 - $81.77 $8.98K - $9.98K
8.76K $669K
XLE
Energy Sector Spdr

ETFs
336
+ 2.22%
$83.32 - $97.27 $28K - $32.7K
15.5K $1.32M
XLI
Industrial Sector Spdr

ETFs
16
+ 0.8%
$131.76 - $143.99 $2.11K - $2.3K
2.03K $267K
MFM
Mfs Municipal Income Trust

Financial Services
245
+ 1.17%
$5.3 - $5.75 $1.3K - $1.41K
21.2K $113K
NUSC
Nuveen Esg Small Cap ETF

ETFs
85
+ 0.84%
$41.74 - $46.2 $3.55K - $3.93K
10.2K $428K
PEY
Invesco Exchange Traded Fd Tr

ETFs
128
+ 1.05%
$21.1 - $23.08 $2.7K - $2.95K
12.4K $262K
CB
Chubb LTD

Financial Services
60
+ 2.97%
$271.57 - $301.89 $16.3K - $18.1K
2.08K $574K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
213
+ 1.44%
$63.23 - $66.65 $13.5K - $14.2K
15K $948K
IJK
Ishares S&P Midcap 400 Growth

ETFs
7
+ 0.07%
$90.66 - $99.46 $635 - $696
9.44K $858K
Activity Summary
Buys All Purchases 563 New Holdings 85 Increased Positions 478 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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