Chicago Partners Wealth Advisors

Chicago Partners Investment Group LLC 13F Filings

3 weeks from now

Chicago Partners Investment Group LLC reported 845 holdings with total value $3.01 B as of Q4 2024. Top holdings included VOO, VO, BRK-B, NVDA, and DFUS

13f.info

$2.71Billion Chicago Partners Investment Group LLC Q3 2024 13F …

3 weeks from now

Chicago Partners Investment Group LLC reported 795 stock holdings with total value $2.71B as of Q3 2024. Top holdings included VOO, VO, BRKB, NVDA, and DFUS.

portfoliosavvy.com

Chicago Partners Investment Group LLC Portfolio Holdings

3 weeks from now

Chicago Partners Investment Group LLC has filed its 13F form on February 23, 2024 for Q4 2023 where it was disclosed a total value porftolio of $2.08 Billion distributed in 701 stocks.

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Chicago Partners Investment Group LLC Q4 2021 13F Top Portfolio …

3 weeks from now

Chicago Partners Investment Group LLC reported 568 holdings with total value $1.41 B as of Q4 2021. Top holdings included VOO, BRK-B, VO, IJH, and IWS

13f.info

Chicago Partners Investment Group LLC Q1 2021 13F Top Portfolio …

3 weeks from now

Q1 2021 13F Holdings Location Chicago, IL Holdings as of 3/31/2021 Value ($000) $1,212,054 Num holdings 520 Date filed 4/27/2021 Form type 13F-HR Prev filing 1/27/2021 Next filing …

13f.info

Chicago Partners Investment Group LLC Increases Stake In Eli Lilly …

3 weeks from now

10 hours ago  · Chicago Partners Investment Group LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 2.0% in the fourth quarter, according to the company …

marketbeat.com

Chicago Partners Investment Group LLC - 13F-HR Filing - 2024-06 …

3 weeks from now

Jun 30, 2024  · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the …

fintel.io

CENTERPOINT ADVISORY GROUP Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Their last reported 13F filing for Q4 2024 included $103,391,632 in managed 13F securities and a top 10 holdings concentration of 42.33%. Centerpoint Advisory Group's …

whalewisdom.com