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 |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 501 | $227,651 | 12,413 | 0.00 | 0.00 | 144 | 1.17 | 03-31-2024 |
| NUVEEN PENNSYLVANIA QLT MUN | COM | 502 | $227,452 | 19,243 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | 503 | $227,049 | 4,989 | 0.00 | 4,989 | +Inf | 03-31-2024 | |
| FIRST TR MID CAP CORE ALPHAD | COM SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -36 | -1.59 | 03-31-2024 |
