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
BLACKROCK LONG-TERM MUN ADVA COM 4301 $112,825 11,029 0.00 11,029 +Inf 12-31-2023
PONCE FINANCIAL GROUP INC Stock Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
CRYO-CELL INTL INC COM 4303 $112,487 19,563 0.00 0.00 0 0.00 12-31-2023
OLO INC Stock 4304 $108,966 19,050 0.00 19,050 +Inf 12-31-2023
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