Cerity Partners LLC
Holdings in LZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,078,824 | 108,643 | Shares | Other | 2026-02-11 |
| 2025-09-30 | $940,251 | 90,583 | Shares | Other | 2025-10-22 |
| 2025-06-30 | $634,748 | 71,240 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $397,601 | 46,179 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $119,506 | 15,913 | Shares | Sole | 2025-02-13 |