Cerity Partners
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Cerity Partners’s SoFi Select 500 ETF SFY Stock Holding History

Cerity Partners’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,113
Closed -$162K – 1885
2023
Q3 		$162K Buy
+2,113
New +$162K ﹤0.01% 1298