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Cresset Asset Management’s Upland Software UPLD Stock Holding History

Cresset Asset Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,000
Closed -$86.8K – 1749
2024
Q4 		$86.8K Buy
+20,000
New +$86.8K ﹤0.01% 1602