Cerity Partners LLC Reduced Holdings in Q3 2024

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
-383
- 2.68%
$9.29 - $13.21 $3.56K - $5.06K
13.9K $160K
IBB
Ishares Biotechnology ETF

ETFs
-3.06K
- 5.75%
$135.09 - $149.47 $414K - $458K
50.2K $7.31M
ZOM
Zomedica Corp.

Healthcare
-2.3K
- 10.31%
$0.12 - $0.16 $276 - $368
20K $2K
BFA
Brown Forman Corp Cl A
-408
- 0.22%
N/A
188K $0
Bridger Aerospace Grp Hldgs
-138K
- 77.93%
N/A
38.9K $0
BFB
Brown Forman Corp Cl B
-2.39K
- 0.63%
N/A
374K $0
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-10.1K
- 19.09%
$1.2 - $2.17 $12.2K - $22K
42.9K $72K
Bunge Global Sa
-696
- 3.41%
N/A
19.7K $0
POCT
Innovator U.S. Equity Power Bu

ETFs
-864
- 1.68%
$37.79 - $38.95 $32.7K - $33.7K
50.5K $1.97M
Innovator Etfs Trust
-314
- 1.61%
N/A
19.2K $0
Choiceone Finl Svcs Inc
-8.5K
- 23.06%
N/A
28.3K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-766
- 2.37%
N/A
31.6K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-28
- 0.68%
N/A
4.07K $0
Innovator Etfs Trust
-1.79K
- 7.46%
N/A
22.2K $0
Neuberger Berman ETF Trust
-472
- 3.72%
N/A
12.2K $0
Amplify ETF Tr
-883
- 2.5%
N/A
34.4K $0
Wells Fargo CO New
-84
- 30.77%
N/A
189 $0
Global X Fds
-12.7K
- 11.65%
N/A
96.2K $0
Safehold Inc
-20.4K
- 16.11%
N/A
106K $0
SWAN
Amplify ETF Tr Blackswan Growt
-117K
- 5.12%
N/A
2.16M $0
Sila Realty Trust Inc
-6.73K
- 30.38%
N/A
15.4K $0
ILCG
Ishares Morningstar Growth ETF
-5.51K
- 69.05%
N/A
2.47K $0
America Movil Sab De Cv
-3.07K
- 20.21%
N/A
12.1K $0
Skillz Inc
-4
- 0.03%
N/A
12.3K $0
SCHR
Schwab Intermediate Term Us Tr

ETFs
-479
- 3.72%
$48.4 - $50.91 $23.2K - $24.4K
12.4K $627K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-667
- 3.3%
$34.72 - $36.88 $23.2K - $24.6K
19.6K $721K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
-1.41K
- 1.49%
$6.07 - $8.49 $8.58K - $12K
93.5K $610K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-2.93K
- 9.86%
$18.12 - $21.31 $53K - $62.3K
26.8K $569K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-4.31K
- 18.6%
$9.14 - $12.13 $39.4K - $52.3K
18.9K $217K
QSWN
Amplify ETF Tr Blackswan Tech

ETFs
-207
- 2.15%
$20.64 - $22.35 $4.27K - $4.63K
9.43K $208K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-261
- 1.01%
$7.86 - $8.77 $2.05K - $2.29K
25.6K $222K
QS
Quantum Scape Corp

Consumer Cyclical
-1.34K
- 9.27%
$4.83 - $9.14 $6.49K - $12.3K
13.1K $75K
TELL
Tellurian Inc.

Energy
-3.49K
- 11.15%
$0.57 - $0.97 $1.99K - $3.38K
27.8K $26K
BBD
Bank Bradesco

Financial Services
-365
- 2.56%
$2.18 - $2.92 $796 - $1.07K
13.9K $36K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-65
- 2.23%
$91.41 - $101.59 $5.94K - $6.6K
2.85K $288K
IWC
Russell Micro Cap ETF

ETFs
-79
- 3.8%
$112.21 - $129.46 $8.86K - $10.2K
2K $246K
AIQ
Global X Funds Global X Artifi

ETFs
-168
- 1.55%
$31.85 - $37.36 $5.35K - $6.28K
10.7K $395K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-2.77K
- 2.59%
$18.19 - $18.81 $50.5K - $52.2K
104K $1.96M
CPB
Campbell Soup CO

Consumer Defensive
-17.2K
- 7.5%
$45.01 - $51.89 $775K - $893K
212K $10.4M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-351
- 8.07%
$56.16 - $68.57 $19.7K - $24.1K
4K $265K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-46
- 1.94%
$86.19 - $95.75 $3.96K - $4.4K
2.32K $222K
PDN
Invesco Fd Tr

ETFs
-351
- 3.46%
$31.75 - $35.44 $11.1K - $12.4K
9.78K $343K
EXI
Ishares Global Industrials ETF

ETFs
-471
- 7.37%
$131.6 - $149.88 $62K - $70.6K
5.92K $880K
FVD
First Tr Value Line Divid Inde

ETFs
-423
- 5.59%
$40.45 - $45.49 $17.1K - $19.2K
7.15K $325K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-298
- 4.37%
$61.97 - $69.37 $18.5K - $20.7K
6.52K $450K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-70
- 0.35%
$38.51 - $41.48 $2.7K - $2.9K
19.7K $813K
WAFD
Washington Federal Inc

Financial Services
-1.16K
- 11.58%
$27.9 - $36.89 $32.3K - $42.8K
8.85K $308K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-55
- 1.08%
$53.15 - $59.61 $2.92K - $3.28K
5.02K $294K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
-2.56K
- 8.8%
$12.67 - $14.91 $32.4K - $38.1K
26.5K $395K
Activity Summary
Buys All Purchases 2066 New Holdings 405 Increased Positions 1661 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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