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 |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 3151 | $475,314 | 6,842 | 0.00 | 0.00 | 1,676 | 32.44 | 12-31-2023 |
| NORDSON CORP | Equities | Liquidated | $0 | 0 | 0.00 | 1,911 | +Inf | 12-31-2023 | |
| CMS ENERGY CORP | Equity | 3153 | $472,136 | 8,126 | 0.00 | 8,126 | +Inf | 12-31-2023 | |
| BWX TECHNOLOGIES INC | COM | 3154 | $470,816 | 6,136 | 0.00 | 0.00 | -356 | -5.48 | 12-31-2023 |
