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 |
|---|---|---|---|---|---|---|---|---|---|
| MARRIOTT INTL INC NEW | CL A | 201 | $604,907 | 2,397 | 0.00 | 0.00 | 4 | 0.17 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 202 | $601,730 | 9,135 | 0.00 | 0.00 | 18 | 0.20 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 203 | $601,532 | 1,035 | 0.00 | 0.00 | 25 | 2.48 | 03-31-2024 |
| LOWES COS INC | COM | 204 | $592,770 | 2,327 | 0.00 | 0.00 | 137 | 6.26 | 03-31-2024 |
