Cresset Asset Management’s Workiva WK Stock Holding History

Cresset Asset Management’s Portfolio WK Stock Details WK 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	$204K	Buy
2022 Q1	–	Sell
2021 Q4	$610K	Buy
2021 Q3	$651K	Buy
2021 Q2	$402K	Buy
2021 Q1	$202K	Buy