Cerity Partners
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Cerity Partners’s MediaAlpha MAX Stock Holding History

Cerity Partners’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$220K Buy
20,071
+3,836
+24% +$42K ﹤0.01% 2305
2025
Q1 		$150K Buy
+16,235
New +$150K ﹤0.01% 2262