Cerity Partners

Cerity Partners’s Summit Financial Group, Inc. SMMF Stock Holding History

Cerity Partners’s Portfolio SMMF Stock Details SMMF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$238K	Buy
2023 Q1	–	Sell
2022 Q4	$249K	Buy