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 |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 251 | $462,352 | 1,723 | 0.00 | 0.00 | -9 | -0.52 | 03-31-2024 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 252 | $457,243 | 6,319 | 0.00 | 0.00 | 185 | 3.02 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 253 | $455,851 | 8,084 | 0.00 | 0.00 | 3,023 | 59.73 | 03-31-2024 |
| ADOBE INC | COM | 254 | $455,720 | 903 | 0.00 | 0.00 | -50 | -5.25 | 03-31-2024 |
