Cerity Partners
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Cerity Partners’s Pathward Financial CASH Stock Holding History

Cerity Partners’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-372
Closed -$489K – 1685
2023
Q1 		$489K Buy
+372
New +$489K ﹤0.01% 1296