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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | EX TD BD | 3801 | $269,419 | 9,051 | 0.00 | 0.00 | -5,623 | -38.32 | 12-31-2023 |
| CALAMOS STRATEGIC TOTAL RETU | Stock | 3802 | $269,370 | 18,115 | 0.00 | 18,115 | +Inf | 12-31-2023 | |
| STIFEL FINL CORP | Stock | 3803 | $268,441 | 3,882 | 0.00 | 3,882 | +Inf | 12-31-2023 | |
| PROGYNY INC | Stock | 3804 | $267,660 | 7,199 | 0.00 | 7,199 | +Inf | 12-31-2023 |
