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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MRNGSTR INC ETF | 351 | $327,925 | 16,454 | 0.00 | 0.00 | -396 | -2.35 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 352 | $327,565 | 9,290 | 0.00 | 9,290 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | INDL | 353 | $326,304 | 2,591 | 0.00 | 0.00 | 8 | 0.31 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 354 | $322,831 | 5,890 | 0.00 | 0.00 | -308 | -4.97 | 03-31-2024 |
