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 | 2151 | $1,313,526 | 38,950 | 0.00 | 38,950 | +Inf | 12-31-2023 | |
| COHEN & STEERS LTD DURATION | Closed End Fund | 2152 | $1,311,479 | 71,160 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMPLITUDE INC | Stock | 2153 | $1,309,906 | 102,980 | 0.00 | 102,980 | +Inf | 12-31-2023 | |
| PHILLIPS EDISON & CO INC | Equity | 2154 | $1,295,411 | 35,510 | 0.00 | 35,510 | +Inf | 12-31-2023 |
