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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | EX TRD EQ FD | 351 | $38,603,478 | 773,302 | 0.00 | 0.00 | 7,639 | 1.00 | 12-31-2023 |
| CHUBB LIMITED | Stock | 352 | $38,372,918 | 169,700 | 0.00 | 0.00 | 27,328 | 19.19 | 12-31-2023 |
| FISERV INC | COM | 353 | $38,163,290 | 1,509,548 | 0.00 | 1,509,548 | +Inf | 12-31-2023 | |
| TAIWAN SEMICONDUCTOR MFG LTD | COM | 354 | $38,013,820 | 365,509 | 0.00 | 0.00 | 26,423 | 7.79 | 12-31-2023 |
