Number of Shares
24,683
Previous 29,744 17.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

SELL
N/A
-5,061 Reduced 17.02%
24,683 $0
Q4 2024

Feb 14, 2025

SELL
N/A
-5,080 Reduced 14.59%
29,744 $0
Q1 2024

May 15, 2024

BUY
N/A
5,080 Added 17.08%
34,824 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-625 Reduced 2.06%
29,744 $0
Q3 2023

Nov 14, 2023

BUY
N/A
30,369 New
30,369 $0
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.