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 |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 451 | $250,268 | 539 | 0.00 | 0.00 | 12 | 2.28 | 03-31-2024 |
| KKR & CO INC | COM | 452 | $250,243 | 2,488 | 0.00 | 0.00 | 27 | 1.10 | 03-31-2024 |
| MCKESSON CORP | COM | 453 | $249,498 | 465 | 0.00 | 465 | +Inf | 03-31-2024 | |
| AMERICAN INTL GROUP INC | COM NEW | 454 | $249,206 | 3,188 | 0.00 | 0.00 | 9 | 0.28 | 03-31-2024 |
