Cerity Partners LLC
CIK
0001566475
City
New York
State / Country
NY
Holdings in PTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,050,258 | 106,176 | Shares | Other | 2026-02-11 |
| 2025-09-30 | $2,183,747 | 106,994 | Shares | Other | 2025-10-22 |
| 2025-06-30 | $2,117,887 | 106,964 | Shares | Other | 2025-08-13 |
| 2025-03-31 | $2,073,975 | 106,686 | Shares | Other | 2025-04-30 |
| 2024-12-31 | $1,993,306 | 103,710 | Shares | Other | 2025-02-13 |
| 2024-09-30 | $2,232,049 | 106,086 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $2,055,765 | 103,565 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $2,079,503 | 106,043 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,846,025 | 102,500 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $1,747,000 | 100,000 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,786,575 | 102,500 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,840,610 | 103,000 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,820,010 | 103,000 | Shares | Sole | 2023-02-15 |