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
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
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