Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CEDAR BROOK FINANCIAL PARTNERS LLC | 04-17-2024 | 03-31-2024 | 438 | 505,751,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 101 | $1,302,022 | 29,103 | 0.00 | 29,103 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 102 | $1,287,263 | 22,917 | 0.00 | 0.00 | -1,697 | -6.89 | 03-31-2024 |
| KEURIG DR PEPPER INC | COM | 103 | $1,278,203 | 41,676 | 0.00 | 41,676 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 104 | $1,264,815 | 17,415 | 0.00 | 0.00 | -3,952 | -18.50 | 03-31-2024 |
