Cerity Partners LLC
Holdings in CLDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $131,336 | 19,286 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $85,270 | 12,708 | Shares | Sole | 2025-10-22 |
| 2024-03-31 | $128,902 | 12,750 | Shares | Defined | 2024-05-14 |
| 2023-03-31 | $24,630 | 2,348 | Shares | Sole | 2023-05-11 |