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Cresset Asset Management’s Flexible Solutions FSI Stock Holding History

Cresset Asset Management’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-40,000
Closed -$144K – 1690
2024
Q4 		$144K Hold
40,000
– – ﹤0.01% 1572
2024
Q3 		$146K Buy
+40,000
New +$146K ﹤0.01% 1970