Cresset Asset Management’s Flex FLEX Stock Holding History

Cresset Asset Management’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$723K	Buy
2025 Q2	$596K	Sell
2025 Q1	$412K	Buy
2024 Q4	$404K	Sell
2024 Q3	$368K	Buy
2024 Q2	$325K	Buy
2024 Q1	$220K	Buy
2019 Q2	–	Sell
2019 Q1	$3K	Hold
2018 Q4	$2K	Buy