Cresset Asset Management’s Thomson Reuters TRI Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$229K	Sell
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