test

James Sommerfield Jr.

@Wintrust Investments Llc

Latest period2024 - Q3ReportedManaged Assets$135.111MTotal holdings530
Assets growth rate-89%Assets growth rate (2-Q avg)-40.32%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wintrust Investments Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 530 positions.

Assets under management

The assets under management (AUM) of Wintrust Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 135.111M in assets, with a quarterly growth rate of -89% and a 2-quarter average growth rate of -40.32%. The portfolio is managed by James Sommerfield Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CCJCameco Corp
Recent Activity
New Position
0.03%
$38,000
815 shares@ $46.63 avg price
LPLALpl Financial Holdings Inc
Recent Activity
New Position
0.03%
$37,000
162 shares@ $228.4 avg price
IEFIshares Etf 7-10 Yr Treasury Bond
Recent Activity
New Position
0.03%
$34,000
353 shares@ $96.32 avg price
H146⤦Call Chubb Limited
Recent Activity
New Position
0.03%
$34,000
140 shares@ $242.86 avg price
2546⤦Call Disney Walt Company
Recent Activity
New Position
0.03%
$34,000
400 shares@ $85.0 avg price
AMPAmeriprise Financial Inc
Recent Activity
New Position
0.03%
$30,000
65 shares@ $461.54 avg price
8136⤦Call Select Sector Spdr
Recent Activity
New Position
0.03%
$30,000
900 shares@ $33.34 avg price
ITOTIshares Core S P Tot Etf Us Stock Market Etf
Recent Activity
New Position
0.03%
$30,000
243 shares@ $123.46 avg price
ATOAtmos Energy Corp
Recent Activity
New Position
0.03%
$30,000
217 shares@ $138.25 avg price
SIRILiberty Sirius Xm Holdings Inc New
Recent Activity
New Position
0.03%
$29,000
1,241 shares@ $23.37 avg price