Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT LLC | 08-14-2023 | 06-30-2023 | 1898 | 80,831,864,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 51 | $90,364,616 | 1,012,148 | 0.00 | 0.00 | 952,359 | 1592.87 | 06-30-2023 |
| BLOCK INC | CL A | 52 | $89,914,190 | 1,350,672 | 0.00 | 0.00 | 921,002 | 214.35 | 06-30-2023 |
| ISHARES TR | CORE S&P MCP ETF | 53 | $88,863,938 | 339,850 | 0.00 | 0.00 | -1,033,459 | -75.25 | 06-30-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 54 | $87,850,242 | 399,029 | 0.00 | 0.00 | -13,878 | -3.36 | 06-30-2023 |
