Cerity Partners
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Cerity Partners’s Carriage Services CSV Stock Holding History

Cerity Partners’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$277K Sell
6,058
-110
-2% -$5.03K ﹤0.01% 2189
2025
Q1 		$239K Sell
6,168
-280
-4% -$10.9K ﹤0.01% 2125
2024
Q4 		$256K Buy
+6,448
New +$256K ﹤0.01% 2114