Fairhaven Wealth Management, LLC
- SEC CIK
- 0001767056
- Latest filing
- Feb 4, 2025
WTFC holding history
Wintrust Financial Corp in every 13F filed by Fairhaven Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WTFC overviewAll 13F holders of WTFCFull Q4 2024 holdings
- Shares (Q4 2024)
- 2,380
- Value
- $296.8K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 2,380 | $296.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 2,380 | $258.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 2,380 | $234.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 2,380 | $248.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 2,380 | $220.7K | 0.1% | +2,380 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −2,300−100.0% | Sold out | Holders |
| Q1 2022 | 2,300 | $214.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,300 | $209.0K | 0.1% | +2,300 | New | Holders |