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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | Equity | 251 | $58,328,199 | 234,739 | 0.00 | 234,739 | +Inf | 12-31-2023 | |
| ISHARES TR | ETF | Liquidated | $0 | 0 | 0.00 | 595,405 | +Inf | 12-31-2023 | |
| NEXTERA ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14,102 | 1.84 | 12-31-2023 |
| SCHWAB CHARLES CORP | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -168,842 | -14.26 | 12-31-2023 |
