Cresset Asset Management’s NerdWallet NRDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$145K	Sell
2025 Q1	$149K	Sell
2024 Q4	$318K	Sell
2024 Q3	$366K	Sell
2024 Q2	$577K	Buy
2024 Q1	$428K	Sell
2023 Q4	$506K	Buy
2023 Q3	$201K	Buy
2023 Q2	$203K	Buy