Cresset Asset Management’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$342K	Buy
2025 Q1	$288K	Sell
2024 Q4	$348K	Sell
2024 Q3	$1.22M	Buy
2024 Q2	$1.19M	Buy
2024 Q1	$999K	Buy
2023 Q4	$739K	Buy
2023 Q3	$596K	Sell
2023 Q2	$668K	Buy