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
ELASTIC N V Stock 3901 $250,082 2,219 0.00 2,219 +Inf 12-31-2023
ISHARES TR ETF 3902 $249,377 10,378 0.00 10,378 +Inf 12-31-2023
GOLDMAN SACHS MLP ENERGY REN COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
VANGUARD SCOTTSDALE FDS LG-TERM COR BD Liquidated $0 0 0.00 3,151 +Inf 12-31-2023
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