Cresset Asset Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,836
Closed -$241K 1847
2024
Q3
$241K Buy
10,836
+153
+1% +$3.4K ﹤0.01% 1875
2024
Q2
$226K Buy
10,683
+152
+1% +$3.21K ﹤0.01% 1806
2024
Q1
$223K Buy
10,531
+149
+1% +$3.16K ﹤0.01% 1705
2023
Q4
$215K Buy
10,382
+143
+1% +$2.96K ﹤0.01% 1640
2023
Q3
$196K Sell
10,239
-1,961
-16% -$37.5K ﹤0.01% 1595
2023
Q2
$248K Buy
+12,200
New +$248K ﹤0.01% 1482