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 |
|---|---|---|---|---|---|---|---|---|---|
| ATLANTICA SUSTAINABLE INFR P | SHS | 2151 | $249,378 | 11,361 | 0.00 | 0.00 | -1,700 | -13.02 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 2152 | $249,215 | 4,352 | 0.00 | 0.00 | 1 | 0.02 | 06-30-2024 |
| ALAMO GROUP INC | COM | 2153 | $248,538 | 1,437 | 0.00 | 0.00 | 207 | 16.83 | 06-30-2024 |
| ISHARES TR | GLOBAL 100 ETF | 2154 | $247,535 | 2,563 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
