Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CERITY PARTNERS LLC 01-26-2024 12-31-2023 1853 30,435,498,408
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR INDEX SHS FDS ETF 1451 $3,557,021 91,183 0.00 0.00 6,229 7.33 12-31-2023
GE HEALTHCARE TECHNOLOGIES I Equity 1452 $3,551,497 45,929 0.00 45,929 +Inf 12-31-2023
SHOPIFY INC COM 1453 $3,551,259 45,582 0.00 45,582 +Inf 12-31-2023
ALAMO GROUP INC Equities Liquidated $0 0 0.00 19,299 +Inf 12-31-2023
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