Cresset Asset Management, LLC
Holdings in INVZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $185,959 | 218,007 | Shares | Sole | 2026-02-17 |
| 2025-03-31 | $142,140 | 218,007 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $332,651 | 198,007 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $159,809 | 193,007 | Shares | Defined | 2024-11-14 |
| 2024-06-30 | $125,280 | 135,000 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $114,750 | 85,000 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $657,800 | 260,000 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $458,250 | 235,000 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $640,789 | 225,630 | Shares | Sole | 2023-08-14 |
| 2021-12-31 | $667,709 | 105,317 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $95,806 | 16,633 | Shares | Sole | 2021-11-15 |