Cresset Asset Management, LLC
Holdings in IVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $961,171 | 34,072 | Shares | Sole | 2026-02-17 |
| 2025-03-31 | $276,078 | 9,400 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $752,105 | 24,962 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $472,530 | 16,656 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $808,290 | 32,645 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $839,302 | 32,645 | Shares | Sole | 2024-05-15 |