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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR NASDAQ 100 TECH IND | ETF | 3001 | $551,502 | 3,143 | 0.00 | 0.00 | 350 | 12.53 | 12-31-2023 |
| WISDOMTREE TR | EX TRD EQ FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,793 | 84.63 | 12-31-2023 |
| CHEMED CORP NEW | Stock | 3003 | $551,214 | 943 | 0.00 | 0.00 | 359 | 61.47 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | EX TRD EQ FD | 3004 | $549,815 | 13,282 | 0.00 | 0.00 | 8,289 | 166.01 | 12-31-2023 |
