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 |
|---|---|---|---|---|---|---|---|---|---|
| LAUDER ESTEE COS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,482 | -9.15 | 12-31-2023 |
| MORGAN STANLEY | Equity | 702 | $14,594,962 | 156,511 | 0.00 | 156,511 | +Inf | 12-31-2023 | |
| ISHARES TR | EX TRD EQ FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,378 | 6.87 | 12-31-2023 |
| SPDR SER TR | MSCI USA STRTGIC | 704 | $14,560,382 | 110,206 | 0.00 | 0.00 | 44,884 | 68.71 | 12-31-2023 |
