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 |
|---|---|---|---|---|---|---|---|---|---|
| MAIN STR CAP CORP | Stock | 2001 | $1,574,813 | 36,429 | 0.00 | 36,429 | +Inf | 12-31-2023 | |
| BLOCK H & R INC | Stock | 2002 | $1,572,217 | 32,501 | 0.00 | 0.00 | -257 | -0.78 | 12-31-2023 |
| GLOBAL PMTS INC | Equity | 2003 | $1,571,926 | 12,381 | 0.00 | 12,381 | +Inf | 12-31-2023 | |
| HEWLETT PACKARD ENTERPRISE C | Equity | 2004 | $1,571,273 | 92,484 | 0.00 | 92,484 | +Inf | 12-31-2023 |
