Cerity Partners
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Cerity Partners’s Dakota Gold DC Stock Holding History

Cerity Partners’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,297
Closed -$29.9K – 2658
2025
Q1 		$29.9K Buy
11,297
+347
+3% +$920 ﹤0.01% 2419
2024
Q4 		$24.1K Buy
+10,950
New +$24.1K ﹤0.01% 2401