CCM
ML

Coldstream Capital Management’s MoneyLion Inc. ML Stock Holding History

Coldstream Capital Management’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$1.3K – 3550
2025
Q1 		$1.3K Buy
+15
New +$1.3K ﹤0.01% 3115

Other funds holding ML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return