Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERITY PARTNERS LLC | 05-14-2024 | 03-31-2024 | 2286 | 37,863,906,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPOTIFY TECHNOLOGY S A | Stock | 1101 | $8,773,907 | 31,170 | 0.00 | 0.00 | 3,529 | 12.77 | 03-31-2024 |
| ONEOK INC NEW | COM | Liquidated | $0 | 0 | 0.00 | 124,389 | +Inf | 03-31-2024 | |
| XCEL ENERGY INC | Equities | Liquidated | $8,728,190 | 162,248 | 0.00 | 0.00 | 162,248 | +Inf | 03-31-2024 |
| VANGUARD INDEX FDS | Equity | Liquidated | $0 | 0 | 0.00 | 36,099 | +Inf | 03-31-2024 |
