Cresset Asset Management’s Interactive Brokers IBKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.32M	Buy
2025 Q1	$926K	Buy
2024 Q4	$870K	Sell
2024 Q3	$979K	Buy
2024 Q2	$537K	Buy
2024 Q1	$324K	Buy
2023 Q4	$222K	Buy
2019 Q2	–	Sell
2019 Q1	$12K	Buy