Cresset Asset Management’s Peoples Financial Services PFIS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy	+4,110	New	+$203K	﹤0.01%	1489
2025 Q1	–	Sell	-4,100	Closed	-$210K	–	1724
2024 Q4	$210K	Sell	4,100 -243	-6%	-$12.4K	﹤0.01%	1518
2024 Q3	$204K	Buy	+4,343	New	+$204K	﹤0.01%	1946