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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EX TRD EQ FD | 751 | $13,138,935 | 326,737 | 0.00 | 326,737 | +Inf | 12-31-2023 | |
| BERKLEY W R CORP | Equity | 752 | $13,101,387 | 185,251 | 0.00 | 185,251 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE INTL AGGR | 753 | $13,077,988 | 262,610 | 0.00 | 262,610 | +Inf | 12-31-2023 | |
| BERKSHIRE HATHAWAY INC DEL | COM | 754 | $13,023,376 | 24 | 0.00 | 0.00 | 8 | 50.00 | 12-31-2023 |
