Cerity Partners
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Cerity Partners’s LegalZoom.com LZ Stock Holding History

Cerity Partners’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$635K Buy
71,240
+25,061
+54% +$223K ﹤0.01% 1745
2025
Q1 		$398K Buy
46,179
+30,266
+190% +$261K ﹤0.01% 1883
2024
Q4 		$119K Buy
+15,913
New +$119K ﹤0.01% 2317