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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | ETF | Liquidated | $0 | 0 | 0.00 | 1,000,580 | +Inf | 12-31-2023 | |
| ISHARES TR | ETF | 202 | $71,850,066 | 710,263 | 0.00 | 0.00 | -101,396 | -12.49 | 12-31-2023 |
| BANK AMERICA CORP | Stock | 203 | $71,217,918 | 2,115,165 | 0.00 | 2,115,165 | +Inf | 12-31-2023 | |
| SPDR GOLD TR | EX TRD EQ FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 17,933 | 4.84 | 12-31-2023 |
