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 |
|---|---|---|---|---|---|---|---|---|---|
| VERTIV HOLDINGS CO | Stock | 3051 | $524,104 | 10,912 | 0.00 | 10,912 | +Inf | 12-31-2023 | |
| UBS AG LONDON BRANCH | ETRACS ALER MLP | 3052 | $523,982 | 24,508 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | GRWT ALLOCAT ETF | 3053 | $523,840 | 9,848 | 0.00 | 0.00 | 2,611 | 36.08 | 12-31-2023 |
| BARCLAYS PLC | Stock | 3054 | $523,495 | 66,433 | 0.00 | 0.00 | -12,256 | -15.58 | 12-31-2023 |
