Cerity Partners LLC
Holdings in TCBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,801,273 | 75,119 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $3,365,984 | 39,820 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,967,929 | 24,785 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $790,400 | 10,581 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $295,283 | 3,776 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $293,986 | 4,114 | Shares | Sole | 2024-11-12 |