Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CERITY PARTNERS LLC | 01-26-2024 | 12-31-2023 | 1853 | 30,435,498,408 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALLY FINL INC | Stock | 3501 | $350,423 | 10,035 | 0.00 | 0.00 | 42 | 0.42 | 12-31-2023 |
INNOVATOR ETFS TR | US EQTY PWR BF | 3502 | $350,385 | 10,500 | 0.00 | 10,500 | +Inf | 12-31-2023 | |
ISHARES TR | MSCI INTL MOMENT | 3503 | $350,238 | 10,214 | 0.00 | 10,214 | +Inf | 12-31-2023 | |
ISHARES TR | IBONDS 28 TRM TS | 3504 | $349,198 | 15,719 | 0.00 | 0.00 | 2,043 | 14.94 | 12-31-2023 |