Cerity Partners LLC
Holdings in SAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,644,164 | 8,426 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $3,515,914 | 16,630 | Shares | Sole | 2025-10-22 |
| 2024-12-31 | $3,471,968 | 11,574 | Shares | Other | 2025-02-13 |
| 2024-09-30 | $2,750,299 | 9,512 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $302,593 | 994 | Shares | Sole | 2024-05-14 |