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 |
|---|---|---|---|---|---|---|---|---|---|
| ALCOA CORP | Equities | 3101 | $776,490 | 22,973 | 0.00 | 22,973 | +Inf | 03-31-2024 | |
| MCCORMICK & CO INC | COM VTG | 3102 | $774,200 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KIMBELL RTY PARTNERS LP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -73,791 | -58.96 | 03-31-2024 |
| TELUS CORPORATION | Equities | 3104 | $772,722 | 48,265 | 0.00 | 48,265 | +Inf | 03-31-2024 |
