Crestone Asset Management LLC
CIK 1845617 · Holdings on Jun 30, 2024 · First reported Jul 23, 2024
Portfolio value by quarter
Top 10 holdings 0
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| No reporting institution in this quarter. | |||||||
Options overlay 0
No options reported this quarter.
Exited positions 102
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VONG VANGUARD RUSSELL 1000 GROWTH | Non-derivative | -660,789 | -$57.27M | SEC filing ↗ | SEC filing ↗ |
| VONV VANGUARD RUSSELL 1000 VALUE | Non-derivative | -546,074 | -$42.94M | SEC filing ↗ | SEC filing ↗ |
| IWF ISHARES RUSSELL 1000 GROWTH | Non-derivative | -106,942 | -$36.04M | SEC filing ↗ | SEC filing ↗ |
3 / 102 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1845617 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 0
}Take these holdings further.
This page includes 0 of 0 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 0 of 0 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1845617","quarter":"2024Q2","page_size":100}
get_institutional_manager_history
{"cik":"1845617","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.