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 | INTL SEL DIV ETF | 401 | $286,935 | 10,233 | 0.00 | 0.00 | -505 | -4.70 | 03-31-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | 402 | $285,277 | 3,061 | 0.00 | 0.00 | 7 | 0.23 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ANALOG DEVICES INC | COM | 404 | $282,642 | 1,429 | 0.00 | 1,429 | +Inf | 03-31-2024 |
