Cerity Partners
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Cerity Partners’s Vertex VERX Stock Holding History

Cerity Partners’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500,000
Closed -$10.3M – 1958
2023
Q1 		$10.3M Buy
+500,000
New +$10.3M 0.02% 349