Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 3921 | 23,808,847,711 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INSPERITY INC | COM | 1401 | $682,047 | 7,478 | 0.00 | 0.00 | -968 | -11.46 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 1402 | $681,818 | 12,285 | 0.00 | 0.00 | 2,400 | 24.28 | 06-30-2024 |
| HENRY JACK & ASSOC INC | COM | 1403 | $680,884 | 4,101 | 0.00 | 0.00 | 1,484 | 56.71 | 06-30-2024 |
| AZEK CO INC | CL A | 1404 | $679,809 | 16,136 | 0.00 | 0.00 | 5,015 | 45.09 | 06-30-2024 |
