Cerity Partners LLC
Holdings in WHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $178,759 | 10,387 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $171,314 | 10,389 | Shares | Defined | 2025-10-22 |
| 2025-06-30 | $161,834 | 10,374 | Shares | Defined | 2025-08-13 |
| 2025-03-31 | $168,058 | 10,374 | Shares | Defined | 2025-04-30 |
| 2024-12-31 | $150,526 | 10,374 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $147,310 | 10,374 | Shares | Defined | 2024-11-12 |
| 2023-12-31 | $257,936 | 20,520 | Shares | Defined | 2024-01-26 |