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
BOISE CASCADE CO DEL Equity 3601 $320,814 2,480 0.00 2,480 +Inf 12-31-2023
GLOBUS MED INC Stock 3602 $320,273 6,010 0.00 6,010 +Inf 12-31-2023
INVESCO EXCHANGE TRADED FD T ETF 3603 $320,001 10,746 0.00 0.00 10,027 1394.58 12-31-2023
WELLS FARGO CO NEW Preferred Stock 3604 $319,794 268 0.00 268 +Inf 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6