Chicago Partners Investment Group LLC Reduced Holdings in Q3 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.59K
- 19.24%
$89.87 - $124.16 $142K - $197K
6.65K $825K
CTSO
Cytosorbents Corp

Healthcare
-4.1K
- 21.48%
$0.7 - $1.55 $2.87K - $6.35K
15K $22K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-137
- 3.65%
$97.05 - $106.1 $13.3K - $14.5K
3.62K $382K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-14
- 0.58%
$80.08 - $89.33 $1.12K - $1.25K
2.42K $210K
CSX
Csx Corp

Industrials
-12
- 0.11%
$32.48 - $35.45 $390 - $425
11.1K $381K
BFLY
Butterfly Network, Inc.

Healthcare
-163
- 1.07%
$0.87 - $1.99 $142 - $324
15K $26K
XLI
Industrial Sector Spdr

ETFs
-100
- 4.73%
$120.56 - $135.44 $12.1K - $13.5K
2.01K $272K
VT
Vanguard Total World Stk Index

ETFs
-471
- 4.58%
$107.72 - $119.96 $50.7K - $56.5K
9.81K $1.17M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-131
- 2.91%
$61.97 - $69.37 $8.12K - $9.09K
4.37K $301K
IR
Ingersoll Rand Inc.

Industrials
-8
- 0.34%
$86.9 - $100.4 $695 - $803
2.33K $228K
UTRN
Exch Traded Concepts Tr

ETFs
-1.34K
- 9.37%
$25.84 - $30.77 $34.7K - $41.3K
13K $398K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-212
- 1.08%
$152.9 - $180.39 $32.4K - $38.2K
19.4K $3.38M
APD
Air Products & Chemicals, Inc.

Basic Materials
-74
- 6.53%
$247.34 - $300.11 $18.3K - $22.2K
1.06K $315K
CRM
Salesforce, Inc.

Technology
-352
- 4.87%
$238.42 - $276.53 $83.9K - $97.3K
6.88K $1.88M
VGT
Vanguard Information Technolog

ETFs
-76
- 1.1%
$514.43 - $606.85 $39.1K - $46.1K
6.85K $4.02M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-42
- 1.12%
$112.99 - $126.45 $4.75K - $5.31K
3.7K $466K
IWP
Ishares Russell Mid Cap Growth

ETFs
-452
- 3.91%
$103.87 - $117.59 $46.9K - $53.2K
11.1K $1.3M
AEP
American Electric Power CO Inc

Utilities
-84
- 3.39%
$87.11 - $104.95 $7.32K - $8.82K
2.39K $245K
AON
Aon PLC

Financial Services
-7
- 1.15%
$293.16 - $351.06 $2.05K - $2.46K
603 $208K
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.64K
- 9.68%
$4.66 - $7.36 $7.65K - $12.1K
15.3K $112K
FTC
First Tr Lge Cap Growth

ETFs
-39
- 1.01%
$115.51 - $131.45 $4.5K - $5.13K
3.82K $502K
XLF
Financial Sector Spdr

ETFs
-143
- 1.53%
$40.84 - $45.74 $5.84K - $6.54K
9.19K $416K
TTD
Trade Desk, Inc.

Technology
-359
- 5.88%
$83.08 - $110.79 $29.8K - $39.8K
5.75K $630K
IGV
Ishares Expanded Tech Software

ETFs
-500
- 1.55%
$77.94 - $89.37 $39K - $44.7K
31.8K $2.84M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-8
- 0.08%
$84.81 - $93.54 $678 - $748
9.43K $866K
CWEN
Clearway Energy, Inc.

Utilities
-927
- 8.58%
$24.11 - $30.68 $22.3K - $28.4K
9.87K $302K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-369
- 3.06%
$113.45 - $126.18 $41.9K - $46.6K
11.7K $1.47M
WTW
Willis Towers Watson PLC

Financial Services
-17
- 1.34%
$257.34 - $294.53 $4.37K - $5.01K
1.26K $369K
VLUE
Ishares Msci Usa Value Factor

ETFs
-9
- 0.13%
$99.14 - $109.18 $892 - $983
6.97K $760K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-242
- 1.41%
$30.61 - $34.92 $7.41K - $8.45K
16.9K $581K
AFL
Aflac Inc

Financial Services
-20
- 0.89%
$88.52 - $111.8 $1.77K - $2.24K
2.24K $250K
UYG
Proshares Ultra Financials

ETFs
-423
- 6.42%
$62.72 - $77.9 $26.5K - $33K
6.17K $471K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-72
- 1.5%
$40.81 - $55.0 $2.94K - $3.96K
4.73K $247K
PX
P10, Inc.

Financial Services
-1.83K
- 5.73%
$8.19 - $10.94 $15K - $20K
30.1K $322K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-406
- 0.97%
$37.89 - $40.48 $15.4K - $16.4K
41.6K $1.68M
LNG
Cheniere Energy, Inc.

Energy
-434
- 1.68%
$172.24 - $186.09 $74.8K - $80.8K
25.4K $4.57M
URI
United Rentals, Inc.

Industrials
-4
- 1.16%
$627.41 - $814.1 $2.51K - $3.26K
340 $275K
DE
Deere & CO

Industrials
-14
- 1.0%
$344.84 - $418.0 $4.83K - $5.85K
1.38K $576K
SYK
Stryker Corp

Healthcare
-5
- 0.18%
$315.94 - $371.96 $1.58K - $1.86K
2.77K $1M
ASND
Ascendis Pharma A/S

Healthcare
-151
- 2.43%
$113.0 - $153.43 $17.1K - $23.2K
6.08K $907K
FTA
First Tr Large Cap Value

ETFs
-476
- 2.74%
$72.76 - $79.13 $34.6K - $37.7K
16.9K $1.34M
RDVY
First Trust Rising Dividend Ac

ETFs
-117
- 0.8%
$53.68 - $59.24 $6.28K - $6.93K
14.5K $858K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-7.12K
- 10.19%
$19.78 - $23.53 $141K - $168K
62.8K $1.45M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-322
- 1.4%
$63.28 - $70.06 $20.4K - $22.6K
22.7K $1.59M
EVH
Evolent Health, Inc.

Healthcare
-1.02K
- 10.07%
$18.41 - $32.97 $18.8K - $33.6K
9.1K $257K
SBUX
Starbucks Corp

Consumer Cyclical
-3.27K
- 16.66%
$72.51 - $98.6 $237K - $323K
16.4K $1.6M
FTCS
First Trust Capital Strength E

ETFs
-46
- 0.42%
$83.58 - $90.94 $3.84K - $4.18K
11K $995K
DFAE
Dimensional ETF Tr

ETFs
-290
- 0.57%
$24.46 - $27.82 $7.09K - $8.07K
50.8K $1.39M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-160
- 0.61%
$54.33 - $60.04 $8.69K - $9.61K
25.9K $1.56M
Activity Summary
Buys All Purchases 525 New Holdings 67 Increased Positions 458 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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