CAM
ML

Cresset Asset Management’s MoneyLion Inc. ML Stock Holding History

Cresset Asset 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
-3,747
Closed -$324K – 1837
2025
Q1 		$324K Sell
3,747
-1,737
-32% -$151K ﹤0.01% 1270
2024
Q4 		$472K Sell
5,484
-1,123
-17% -$75.8K ﹤0.01% 1115
2024
Q3 		$275K Buy
6,607
+1,524
+30% +$82.6K ﹤0.01% 1843
2024
Q2 		$374K Buy
+5,083
New +$399K ﹤0.01% 1597

Other funds holding ML

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