Cerity Partners LLC
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,186,127 | 50,852 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,056,594 | 27,444 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $603,156 | 18,283 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $546,503 | 17,533 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $420,918 | 16,084 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $386,321 | 14,717 | Shares | Sole | 2024-11-12 |