Cerity Partners LLC
Holdings in CCS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,324,632 | 22,319 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,328,171 | 20,959 | Shares | Other | 2025-10-22 |
| 2025-06-30 | $931,983 | 16,548 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $207,137 | 3,087 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $414,410 | 5,649 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $347,969 | 3,379 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $453,067 | 4,695 | Shares | Defined | 2024-05-14 |