Cerity Partners LLC Takes $777,000 Position in SPDR MSCI EAFE ...

Dec 6, 2024 · Cerity Partners LLC purchased a new position in shares of SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA – Free Report) during the 3rd quarter, according to …

$777000
OFF

Cerity Partners LLC Takes $777,000 Position In SPDR MSCI EAFE ...

2 weeks from now

Dec 6, 2024 · Cerity Partners LLC purchased a new position in shares of SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA – Free Report) during the 3rd quarter, according to …

americanbankingnews.com

$4056000
OFF

Cerity Partners LLC Cuts Stock Holdings In SPDR MSCI EAFE Fossil …

2 weeks from now

Nov 30, 2024 · Cerity Partners LLC’s holdings in SPDR MSCI EAFE Fossil Fuel Reserves Free ETF were worth $4,056,000 at the end of the most recent reporting period. Other hedge funds …

etfdailynews.com

7%
OFF

Cerity Partners LLC Has $790,000 Stock Holdings In Woodside …

2 weeks from now

Dec 6, 2024 · Cerity Partners LLC boosted its stake in Woodside Energy Group Ltd (NYSE:WDS – Free Report) by 40.7% in the 3rd quarter, Holdings Channel.com reports. ... Cerity Partners …

americanbankingnews.com

$777000
OFF

Cerity Partners LLC Grows Position In Hillenbrand, Inc. (NYSE:HI)

2 weeks from now

Dec 6, 2024 · Cerity Partners LLC Takes $777,000 Position in SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA) Cerity Partners LLC Increases Stake in Broadstone …

americanbankingnews.com

3%
OFF

Cerity Partners LLC Has $10.10 Million Stake In MSCI Inc.

2 weeks from now

Nov 27, 2024 · Cerity Partners LLC raised its position in shares of MSCI Inc. (NYSE:MSCI - Free Report) by 31.3% in the third quarter, according to its most recent 13F filing with the Securities …

marketbeat.com

$72.17
OFF

SPDR MSCI EAFE StrategicFactors ETF (NYSEARCA:QEFA ... - ETF …

2 weeks from now

3 days ago · SPDR MSCI EAFE StrategicFactors ETF Stock Down 1.3 %. Shares of QEFA opened at $72.17 on Monday. The firm has a market capitalization of $916.56 million, a PE …

etfdailynews.com

$64642501522
OFF

CERITY PARTNERS LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Cerity Partners is based out of New York. Cerity Partners is a hedge fund with 16424 clients and discretionary assets under management (AUM) of $64,642,501,522 (Form ADV from 2024-09 …

whalewisdom.com

6%
OFF

Cerity Partners LLC Sells 526 Shares Of SPDR MSCI EAFE Fossil Fuel ...

2 weeks from now

Nov 30, 2024 · Cerity Partners LLC lessened its holdings in shares of SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX – Free Report) by 0.6% in the third quarter, …

americanbankingnews.com

8%
OFF

Cerity Partners LLC Has $807,000 Position In Capital Group Core …

2 weeks from now

Dec 6, 2024 · Cerity Partners LLC lifted its position in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 57.8% in the third quarter, Holdings Channel.com …

americanbankingnews.com

8%
OFF

Kemper Co. (NYSE:KMPR) Shares Bought By Cerity Partners LLC

2 weeks from now

Dec 6, 2024 · Cerity Partners LLC grew its holdings in Kemper Co. (NYSE:KMPR – Free Report) by 155.8% during the third quarter, according to the company in its most recent filing with the …

americanbankingnews.com

6%
OFF

Avantor, Inc. (NYSE:AVTR) Shares Purchased By Cerity Partners LLC

2 weeks from now

Dec 6, 2024 · Cerity Partners LLC raised its holdings in Avantor, Inc. (NYSE:AVTR – Free Report) by 122.6% during the 3rd quarter, according to the company in its most recent Form 13F filing …

americanbankingnews.com

FAQs about Cerity Partners LLC Takes $777,000 Position in SPDR MSCI EAFE ... Coupon?

How much does Cerity Partners hold in 13F securities?

Their last reported 13F filing for Q3 2024 included $45,165,017,097 in managed 13F securities and a top 10 holdings concentration of 25.47%. Cerity Partners's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 3,474,212. Whalewisdom has at least 34 13F filings ...

Where is Cerity Partners based?

Cerity Partners is based out of New York. Cerity Partners is a hedge fund with 16424 clients and discretionary assets under management (AUM) of $64,642,501,522 (Form ADV from 2024-09-17). Their last reported 13F filing for Q3 2024 included $45,165,017,097 in managed 13F securities and a top 10 holdings concentration of 25.47%. ...

What is Cerity Partners' largest holding?

Cerity Partners's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 3,474,212. Whalewisdom has at least 34 13F filings Cerity Partners offers a wide range of advisory services, including investment advisory, insurance planning and risk management, and tax services. ...

How does Cerity Partners invest?

Additionally, Cerity Partners adheres to the principle of asset allocation, investing client assets across different asset classes, such as cash, fixed income, equities, and specialty/private markets. This diversification strategy aims to mitigate risk and optimize returns based on changing economic conditions. ...

What services does Cerity Partners provide?

In addition to investment advisory, Cerity Partners provides tax services such as preparation of individual, family, trust, and corporate tax returns, preparation of annual and multi-year tax projections, tax planning for investments and wealth transfer, preparation of estimated quarterly tax payments, and tax planning for charitable gifting. ...