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
HENRY SCHEIN INC COM 2051 $1,484,885 19,618 0.00 19,618 +Inf 12-31-2023
HESS CORP Stock 2052 $1,483,307 10,287 0.00 0.00 3,693 56.01 12-31-2023
INNOVATOR ETFS TR US EQTY PWR BUF 2053 $1,483,166 41,062 0.00 0.00 8,362 25.57 12-31-2023
ISHARES TR ETF 2054 $1,483,142 15,000 0.00 0.00 1,832 13.91 12-31-2023
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