Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CERITY PARTNERS LLC 08-13-2024 06-30-2024 2221 37,979,267,502
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR EX TRD EQ FD Liquidated $0 0 0.00 3,528 +Inf 03-31-2024
CHORD ENERGY CORPORATION COM NEW 5302 $227,172 1,354 0.00 1,354 +Inf 06-30-2024
LCI INDS Stock Liquidated $0 0 0.00 40,190 +Inf 06-30-2024
FIRST FNDTN INC Stock Liquidated $0 0 0.00 0.00 5,431 22.12 06-30-2024
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