Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CERITY PARTNERS LLC | 05-14-2024 | 03-31-2024 | 2286 | 37,863,906,887 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PIEDMONT OFFICE REALTY TR IN | REIT | 4701 | $213,044 | 30,305 | 0.00 | 30,305 | +Inf | 03-31-2024 | |
ABRDN LIFE SCIENCES INVESTOR | Mutual Fund | 4702 | $212,737 | 15,608 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FTC SOLAR INC | Stock | 4703 | $212,630 | 394,491 | 0.00 | 394,491 | +Inf | 03-31-2024 | |
INVENTRUST PPTYS CORP | Stock | 4704 | $212,621 | 8,270 | 0.00 | 0.00 | -4,616 | -35.82 | 03-31-2024 |