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 |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | COM | 151 | $22,507,785 | 41,538 | 0.00 | 0.00 | 3,231 | 8.43 | 06-30-2024 |
| LOCKHEED MARTIN CORP | COM | 152 | $22,399,163 | 47,954 | 0.00 | 0.00 | 10,115 | 26.73 | 06-30-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 153 | $22,396,977 | 89,394 | 0.00 | 0.00 | 3,513 | 4.09 | 06-30-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 154 | $22,146,792 | 239,321 | 0.00 | 0.00 | 19,603 | 8.92 | 06-30-2024 |
