Cerity Partners LLC New Holdings in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
671K
New
$60.9 - $66.69 $40.8M - $44.7M
671K $41.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
387K
New
$46.07 - $48.17 $17.8M - $18.6M
387K $17.8M
XCEM
Columbia ETF Tr Ii

ETFs
482K
New
$29.6 - $32.67 $14.3M - $15.7M
482K $14.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
97.3K
New
$119.61 - $136.3 $11.6M - $13.3M
97.3K $12M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
476K
New
$24.55 - $25.16 $11.7M - $12M
476K $11.7M
HNI
Hni Corp

Industrials
177K
New
$49.28 - $57.49 $8.7M - $10.2M
177K $8.9M
EPAC
Enerpac Tool Group Corp

Industrials
203K
New
$41.09 - $51.57 $8.34M - $10.5M
203K $8.34M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
139K
New
$49.03 - $53.35 $6.82M - $7.42M
139K $7.13M
CATH
Global X Fds Global X S&P 500

ETFs
61.2K
New
$68.5 - $73.81 $4.19M - $4.52M
61.2K $4.34M
TPG
Tpg Inc.

Financial Services
60.2K
New
$58.29 - $71.51 $3.51M - $4.31M
60.2K $3.78M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
107K
New
$21.43 - $22.55 $2.3M - $2.42M
107K $2.31M
AVLV
American Centy ETF Tr Avantis
21.6K
New
$65.51 - $71.22 $1.42M - $1.54M
21.6K $1.44M
JBGS
Jbg Smith Properties

Real Estate
80.2K
New
$14.91 - $18.71 $1.2M - $1.5M
80.2K $1.23M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
6.09K
New
$194.9 - $214.12 $1.19M - $1.3M
6.09K $1.23M
LADR
Ladder Capital Corp

Real Estate
87.4K
New
$10.95 - $11.99 $957K - $1.05M
87.4K $978K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
19.7K
New
$44.21 - $46.46 $873K - $917K
19.7K $875K
RDW
Redwire Corp

Industrials
52.3K
New
$6.41 - $17.65 $335K - $923K
52.3K $860K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
31.8K
New
$26.01 - $28.19 $826K - $895K
31.8K $830K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
25.3K
New
$26.57 - $28.65 $673K - $726K
25.3K $700K
REAX
Real Brokerage Inc

Real Estate
145K
New
$4.6 - $6.5 $665K - $940K
145K $665K
IGF
Ishares Global Infrastructure

ETFs
12.1K
New
$51.2 - $55.7 $620K - $675K
12.1K $633K
VIV
Telefonica Brasil S.A.

Communication Services
82.7K
New
$7.5 - $10.25 $620K - $848K
82.7K $624K
FHI
Federated Hermes, Inc.

Financial Services
14.9K
New
$36.01 - $43.31 $535K - $644K
14.9K $611K
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.12K
New
$83.09 - $89.28 $592K - $636K
7.12K $605K
PFS
Provident Financial Services Inc

Financial Services
31.5K
New
$17.64 - $21.86 $555K - $688K
31.5K $593K
UBFO
United Security Bancshares

Financial Services
52.9K
New
$8.14 - $10.31 $430K - $545K
52.9K $534K
GLP
Global Partners LP

Energy
11.3K
New
$44.65 - $57.06 $506K - $647K
11.3K $527K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
9.37K
New
$54.29 - $59.49 $509K - $557K
9.37K $514K
URTY
Proshares Trust Proshrs Ultrap

ETFs
10K
New
$48.72 - $66.24 $487K - $662K
10K $492K
IFRA
Ishares Tr

ETFs
10.6K
New
$45.94 - $51.71 $488K - $549K
10.6K $491K
SIL
Global X Silver Miners ETF

ETFs
15.3K
New
$31.61 - $41.98 $483K - $641K
15.3K $486K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
20.4K
New
$23.63 - $26.47 $482K - $540K
20.4K $484K
JFR
Nuveen Floating Rate Income Fund

Financial Services
52.8K
New
$8.74 - $9.22 $462K - $487K
52.8K $471K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.47K
New
$202.45 - $354.85 $297K - $521K
1.47K $452K
COOP
Mr. Cooper Group Inc.

Financial Services
4.53K
New
$87.37 - $101.43 $395K - $459K
4.53K $434K
PEY
Invesco Exchange Traded Fd Tr

ETFs
20.2K
New
$21.1 - $23.08 $426K - $466K
20.2K $429K
IXJ
Ishares Global Healthcare ETF

ETFs
4.84K
New
$85.65 - $98.34 $414K - $476K
4.84K $415K
PULS
Pgim ETF Tr

ETFs
8.3K
New
$49.51 - $49.79 $411K - $413K
8.3K $411K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.37K
New
$159.11 - $178.39 $376K - $422K
2.37K $388K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
4.89K
New
$73.63 - $87.56 $360K - $428K
4.89K $385K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
19.3K
New
$19.7 - $20.82 $380K - $402K
19.3K $382K
TILT
Flexshares Tr

ETFs
1.75K
New
$210.31 - $227.39 $368K - $397K
1.75K $377K
ESTC
Elastic N.V.

Technology
3.78K
New
$75.01 - $116.22 $283K - $439K
3.78K $374K
FTS
Fortis Inc.

Utilities
8.7K
New
$41.04 - $45.81 $357K - $398K
8.7K $361K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
2.12K
New
$157.33 - $189.22 $334K - $401K
2.12K $357K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
40K
New
$8.85 - $11.25 $354K - $450K
40K $355K
CRDO
Credo Technology Group Holding LTD

Technology
5.28K
New
$30.16 - $77.25 $159K - $408K
5.28K $355K
SHYD
Vaneck Short High Yield Muni E

ETFs
15.7K
New
$22.45 - $22.81 $352K - $357K
15.7K $352K
SFNC
Simmons First National Corp

Financial Services
15.2K
New
$21.01 - $25.53 $320K - $389K
15.2K $337K
Activity Summary
Buys All Purchases 1121 New Holdings 145 Increased Positions 976 Sells All Sells 1188 Reductions 1188 Sold out 0 Options Calls 0 Puts 0
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