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 |
|---|---|---|---|---|---|---|---|---|---|
| HARLEY DAVIDSON INC | COM | 3101 | $497,286 | 13,492 | 0.00 | 0.00 | -6,175 | -31.40 | 12-31-2023 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | Liquidated | $0 | 0 | 0.00 | 10,934 | +Inf | 12-31-2023 | |
| VOYA FINANCIAL INC | Stock | 3103 | $496,275 | 6,802 | 0.00 | 6,802 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | Equities | Liquidated | $0 | 0 | 0.00 | 18,524 | +Inf | 12-31-2023 |
