Chicago Partners Investment Group LLC
CIK Number: 0001563525
2.80B
Market Value
679
# of Holdings
16 months
Avg. Holding Period
74.82%
Win Rate
25.07%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 555.68 | +0.01% | 240.02K | +1.92% | 127.51M | 331.14 | 4.55% | |
| 2 | Vanguard Index ... | 276.40 | -0.40% | 331.04K | +3.27% | 88.04M | 192.78 | 3.14% | |
| 3 | Berkshire Hatha... | 457.90 | -0.16% | 166.63K | -1.03% | 76.75M | 206.86 | 2.74% | |
| 4 | Nvidia Corporat... | 134.16 | -2.32% | 505.55K | +32.92% | 70.55M | 129.66 | 2.52% | |
| 5 | Dimensional Etf... | 65.93 | -0.11% | 998.00K | +2.19% | 62.47M | 50.89 | 2.23% |
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