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
POLARIS INC Stock 3851 $260,335 2,747 0.00 0.00 -1,948 -41.49 12-31-2023
COMFORT SYS USA INC Equity 3852 $260,173 1,265 0.00 1,265 +Inf 12-31-2023
AXOS FINANCIAL INC Stock 3853 $259,624 4,755 0.00 4,755 +Inf 12-31-2023
ALBERTSONS COS INC Equities Liquidated $0 0 0.00 11,848 +Inf 12-31-2023
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