Cerity Partners LLC Sells in Q3 2024

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-206
- 0.44%
$49.82 - $55.29 $10.3K - $11.4K
47K $2.6M
SR
Spire Inc

Utilities
-661
- 2.45%
$59.15 - $67.77 $39.1K - $44.8K
26.3K $1.77M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-40
- 0.04%
$44.9 - $47.55 $1.8K - $1.9K
89.4K $4.22M
EMGF
Ishares Msci Emerging Markets

ETFs
-3.08K
- 3.07%
$44.02 - $50.58 $135K - $156K
97.2K $4.84M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-4.96K
- 4.36%
$31.39 - $35.47 $156K - $176K
109K $3.84M
IFGL
Ishares International Develope

ETFs
-1.17K
- 1.79%
$19.81 - $23.14 $23.1K - $27K
64.1K $1.46M
PNM
Pnm Resources Inc

Utilities
-639
- 1.47%
$35.99 - $42.21 $23K - $27K
42.7K $1.78M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-2.18K
- 7.26%
$15.95 - $27.01 $34.7K - $58.8K
27.8K $713K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-8.21K
- 2.75%
$44.93 - $47.6 $369K - $391K
290K $13.7M
IDV
Ishares Tr

ETFs
-1.82K
- 1.83%
$27.62 - $30.64 $50.2K - $55.7K
97.8K $2.96M
EMB
Ishares Tr

ETFs
-1.58K
- 2.27%
$87.75 - $93.74 $139K - $148K
68.2K $6.38M
SPYG
Spdr Portfolio

ETFs
-98
- 0.13%
$73.38 - $84.1 $7.19K - $8.24K
77.6K $6.44M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-413
- 2.18%
$48.52 - $64.71 $20K - $26.7K
18.6K $1.15M
SPMD
Spdr Portfolio

ETFs
-703
- 0.89%
$50.29 - $54.92 $35.4K - $38.6K
78.4K $4.29M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-439
- 0.56%
$50.37 - $55.21 $22.1K - $24.2K
77.8K $4.23M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-526
- 0.56%
$39.23 - $44.22 $20.6K - $23.3K
92.7K $4.06M
JBL
Jabil Inc

Technology
-4.81K
- 6.32%
$97.55 - $126.65 $469K - $609K
71.2K $8.54M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-260
- 0.49%
$75.63 - $84.89 $19.7K - $22.1K
53.2K $4.48M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-828
- 0.7%
$42.38 - $47.25 $35.1K - $39.1K
117K $5.55M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-574
- 8.35%
$370.41 - $491.09 $213K - $282K
6.3K $2.93M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.02K
- 2.1%
$41.02 - $46.01 $82.9K - $92.9K
94K $4.28M
ADUS
Addus Home Care Corp

Healthcare
-9.64K
- 10.25%
$116.16 - $133.58 $1.12M - $1.29M
84.4K $11.2M
VOYA
Voya Financial, Inc.

Financial Services
-1.15K
- 2.33%
$64.58 - $79.22 $74.4K - $91.3K
48.4K $3.83M
ITA
Ishares Tr

ETFs
-249
- 1.17%
$131.58 - $149.64 $32.8K - $37.3K
21K $3.14M
DFAU
Dimensional ETF Tr

ETFs
-1.85K
- 0.98%
$35.8 - $39.69 $66.3K - $73.5K
188K $7.45M
EEMV
Ishares Msci Emerging Markets

ETFs
-3.77K
- 3.54%
$56.77 - $63.31 $214K - $239K
103K $6.45M
FNDA
Schwab Fundamental U S Small C

ETFs
-3.45K
- 2.66%
$54.26 - $60.01 $187K - $207K
126K $7.53M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-417
- 0.5%
$60.1 - $66.57 $25.1K - $27.8K
82.5K $5.48M
BRC
Brady Corp

Industrials
-15K
- 10.04%
$64.54 - $76.61 $971K - $1.15M
135K $10.3M
BMI
Badger Meter Inc

Technology
-6.45K
- 11.16%
$184.77 - $219.63 $1.19M - $1.42M
51.4K $11.2M
IYR
Ishares Tr

ETFs
-3.44K
- 5.94%
$86.93 - $103.61 $299K - $357K
54.6K $5.56M
GWW
W.W. Grainger, Inc.

Industrials
-399
- 5.86%
$896.19 - $1044.18 $358K - $417K
6.41K $6.65M
NU
Nu Holdings Ltd.

Financial Services
-2.84K
- 0.38%
$10.71 - $15.14 $30.4K - $42.9K
747K $10.2M
VGR
Vector Group LTD

Consumer Defensive
-5.94K
- 4.1%
$10.5 - $15.17 $62.4K - $90.2K
139K $2.07M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-18.2K
- 11.21%
$27.14 - $35.2 $494K - $640K
144K $5.05M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-101
- 0.04%
$28.68 - $32.0 $2.9K - $3.23K
254K $7.97M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-6.57K
- 3.67%
$112.99 - $126.45 $742K - $830K
172K $21.7M
PAVE
Global X Fds Us Infrastructure

ETFs
-556
- 0.32%
$36.39 - $41.16 $20.2K - $22.9K
173K $7.12M
XLI
Industrial Sector Spdr

ETFs
-8.05K
- 5.98%
$120.56 - $135.44 $971K - $1.09M
127K $17.2M
AXON
Axon Enterprise, Inc.

Industrials
-222
- 2.36%
$286.16 - $399.6 $63.5K - $88.7K
9.17K $3.66M
VEEV
Veeva Systems Inc

Healthcare
-5.81K
- 7.35%
$180.43 - $223.9 $1.05M - $1.3M
73.2K $15.4M
XMTR
Xometry, Inc.

Industrials
-242
- 0.18%
$11.28 - $20.48 $2.73K - $4.96K
134K $2.45M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.26K
- 0.83%
$107.24 - $119.84 $135K - $151K
151K $18M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.66K
- 1.0%
$97.81 - $108.79 $260K - $289K
264K $28.7M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.21K
- 0.44%
$55.06 - $62.25 $66.3K - $75K
271K $16.7M
MNST
Monster Beverage Corp

Consumer Defensive
-1.34K
- 0.25%
$45.01 - $52.47 $60.3K - $70.3K
535K $27.9M
LRN
Stride, Inc.

Consumer Defensive
-10.4K
- 7.59%
$66.21 - $85.31 $691K - $890K
127K $10.8M
VPU
Vanguard Utilities ETF

ETFs
-2.11K
- 3.48%
$146.64 - $174.54 $309K - $368K
58.5K $10.2M
VTHR
Vanguard Russell 3000 ETF

ETFs
-2.77K
- 2.02%
$228.55 - $253.74 $632K - $702K
134K $34.1M
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
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email