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 |
|---|---|---|---|---|---|---|---|---|---|
| PONCE FINANCIAL GROUP INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHARGEPOINT HOLDINGS INC | Stock | 4952 | $112,109 | 59,004 | 0.00 | 59,004 | +Inf | 03-31-2024 | |
| SKILLZ INC | Stock | 4953 | $112,075 | 17,269 | 0.00 | 0.00 | -85 | -0.49 | 03-31-2024 |
| BLACKROCK LONG-TERM MUN ADVA | COM | 4954 | $111,581 | 11,169 | 0.00 | 0.00 | 140 | 1.27 | 03-31-2024 |
