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
GOLDMAN SACHS GROUP INC Equity 551 $20,507,018 53,160 0.00 53,160 +Inf 12-31-2023
MARATHON PETE CORP Equity 552 $20,502,840 138,198 0.00 138,198 +Inf 12-31-2023
INFORMATION SVCS GROUP INC COM 553 $20,334,003 4,317,198 0.00 0.00 -453,659 -9.51 12-31-2023
ISHARES TR ETF 554 $20,232,222 269,394 0.00 0.00 -25,842 -8.75 12-31-2023
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