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
MEDTRONIC PLC Equities Liquidated $0 0 0.00 94,250 +Inf 12-31-2023
ALIBABA GROUP HLDG LTD Equities Liquidated $0 0 0.00 99,200 +Inf 12-31-2023
INNOVATOR ETFS TR EMRGNG MKT JAN 953 $8,201,398 286,062 0.00 286,062 +Inf 12-31-2023
ISHARES TR ETF Liquidated $0 0 0.00 166,117 +Inf 12-31-2023
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