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Investment Managers Ser Tr I shares owned by Cresset Asset Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (FPAG) shares owned by Cresset Asset Management from 13F filings

Historical chart of Cresset Asset Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 6.2k 35.84
2025-06-30 $211k 6.2k 34.00
2025-03-31 $290k 9.7k 30.03

More positions owned by Cresset Asset Management

Arista Networks Com Shs (ANET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Erie Indty Cl A (ERIE)
Ishares Tr Core S&p500 Etf (IVV)
Reddit Cl A Put Option (RDDT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Meta Platforms Cl A Call Option (META)
Ishares Tr Core Msci Eafe (IEFA)
Palantir Technologies Cl A Put Option (PLTR)
Ishares Tr Core S&p Scp Etf Put Option (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation Put Option (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Cresset Asset Management

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Tanglewood Wealth Management
Verum Partners
NavPoint Financial
Raymond James Financial
Eclectic Associates
Wells Fargo & Company
New England Private Wealth Advisors
Compass Ion Advisors
Argent Trust
Private Advisor
Mills Wealth Advisors
Cambridge Investment Research Advisors
Jane Street
Stratos Wealth Partners

View all funds holding Investment Managers Ser Tr I