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 |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 33,363 | +Inf | 12-31-2023 | |
| ISHARES TR | ETF | 652 | $16,167,955 | 150,413 | 0.00 | 0.00 | -18,839 | -11.13 | 12-31-2023 |
| AMERICAN EXPRESS CO | Stock | Liquidated | $0 | 0 | 0.00 | 92,172 | +Inf | 12-31-2023 | |
| CONOCOPHILLIPS | Equities | Liquidated | $0 | 0 | 0.00 | 154,389 | +Inf | 12-31-2023 |
