WINTRUST FINL CORP

Ticker: WTFC CUSIP: 97650W108 Class: Com

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,061 Value ($000) $428 Avg Close $132.99 Range $119.61 - $144.70
Q3 2025
Shares 1,928 Value ($000) $255 Avg Close $132.05 Range $121.81 - $141.69
Q2 2025
Shares 1,579 Value ($000) $196 Avg Close $114.70 Range $89.10 - $125.20
Q4 2024
Shares 376 Value ($000) $47 Avg Close $123.52 Range $102.34 - $142.04
Q3 2024
Shares 230 Value ($000) $25 Avg Close $104.28 Range $93.54 - $113.68
Q2 2024
Shares 377 Value ($000) $37 Avg Close $97.95 Range $91.38 - $104.49
Q1 2024
Shares 171 Value ($000) $18 Avg Close $96.52 Range $89.68 - $105.29
Q4 2023
Shares 185 Value ($000) $17 Avg Close $82.67 Range $71.86 - $98.23
Q3 2023
Shares 153 Value ($000) $11 Avg Close $78.67 Range $70.25 - $86.81
Q2 2023
Shares 139 Value ($000) $10 Avg Close $68.19 Range $58.12 - $75.03
Q1 2023
Shares 140 Value ($000) $9 Avg Close $85.51 Range $57.48 - $95.97
Q4 2022
Shares 29 Value ($000) $2 Avg Close $88.33 Range $79.59 - $97.81
Q3 2022
Shares 29 Value ($000) $3 Avg Close $84.90 Range $76.51 - $90.53
Q2 2022
Shares 29 Value ($000) $2 Avg Close $86.11 Range $76.13 - $98.54
Q1 2022
Shares 29 Value ($000) $2 Avg Close $97.42 Range $87.15 - $105.56
Q3 2021
Shares 736 Value ($000) $59 Avg Close $73.85 Range $65.66 - $81.64
Q2 2021
Shares 736 Value ($000) $56 Avg Close $78.14 Range $72.69 - $82.85
Q1 2021
Shares 731 Value ($000) $55 Avg Close $71.45 Range $59.88 - $87.85
Q4 2020
Shares 626 Value ($000) $38 Avg Close $53.79 Range $39.63 - $63.40
Q3 2020
Shares 566 Value ($000) $23 Avg Close $42.78 Range $37.28 - $49.70
Q2 2020
Shares 558 Value ($000) $24 Avg Close $39.93 Range $29.21 - $54.34
Q1 2020
Shares 299 Value ($000) $10 Avg Close $55.50 Range $22.02 - $71.90
Q4 2019
Shares 288 Value ($000) $20 Avg Close $66.64 Range $60.39 - $71.95
Q3 2019
Shares 220 Value ($000) $14 Avg Close $66.31 Range $59.34 - $74.46
Q2 2019
Shares 220 Value ($000) $16 Avg Close $73.05 Range $67.45 - $78.25