Cresset Asset Management’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.98M	Buy
2025 Q1	$1.12M	Sell
2024 Q4	$1.36M	Sell
2024 Q3	$1.83M	Buy
2024 Q2	$1.3M	Buy
2024 Q1	$1.22M	Buy
2019 Q2	–	Sell
2019 Q1	$1K	Hold
2018 Q4	$1K	Buy