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
J P MORGAN EXCHANGE TRADED F ETF 1201 $7,563,710 131,114 0.00 0.00 21,499 19.61 03-31-2024
STEEL DYNAMICS INC COM Liquidated $0 0 0.00 63,903 +Inf 03-31-2024
EPLUS INC Equities 1203 $7,529,785 95,872 0.00 95,872 +Inf 03-31-2024
GENERAL DYNAMICS CORP Equity Liquidated $0 0 0.00 28,912 +Inf 03-31-2024
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