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
ALLOGENE THERAPEUTICS INC Stock 1951 $1,661,435 517,581 0.00 0.00 -80,519 -13.46 12-31-2023
MERCURY SYS INC Stock 1952 $1,660,107 45,395 0.00 45,395 +Inf 12-31-2023
ISHARES TR ETF 1953 $1,659,690 43,665 0.00 0.00 10,389 31.22 12-31-2023
BROWN & BROWN INC Equity 1954 $1,659,223 23,328 0.00 23,328 +Inf 12-31-2023
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