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 |
|---|---|---|---|---|---|---|---|---|---|
| INGREDION INC | COM | 201 | $15,503,064 | 135,162 | 0.00 | 0.00 | 5,288 | 4.07 | 06-30-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 202 | $15,488,540 | 130,595 | 0.00 | 0.00 | 11,325 | 9.50 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 203 | $15,468,368 | 479,788 | 0.00 | 0.00 | -6,492 | -1.34 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 204 | $15,390,823 | 271,539 | 0.00 | 0.00 | 6,413 | 2.42 | 06-30-2024 |
