Mount Yale Investment Advisors, LLC Wintrust Financial Corp Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,205 shares of WTFC stock, worth $641,776. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,205
Previous 5,312
2.01%
Holding current value
$641,776
Previous $576,000
12.67%
% of portfolio
0.05%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding WTFC
# of Institutions
456Shares Held
58MCall Options Held
88.3KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA6.91MShares$852 Million0.02% of portfolio
-
Black Rock Inc. New York, NY5.72MShares$705 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.97MShares$366 Million0.09% of portfolio
-
State Street Corp Boston, MA2.92MShares$360 Million0.01% of portfolio
-
Capital International Investors Los Angeles, CA1.79MShares$220 Million0.04% of portfolio
About WINTRUST FINANCIAL CORP
- Ticker WTFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,743,300
- Market Cap $7.49B
- Description
- Wintrust Financial Corporation operates as a financial holding company. It operates in three segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers non-interest bearing deposits, non-brokered interest-bearing transaction accounts, and savings and domestic time deposits; home equity, consumer, ...