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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,165 | -28.96 | 03-31-2024 |
| WISDOMTREE TR | INTL MIDCAP DV | 552 | $212,355 | 3,376 | 0.00 | 0.00 | 6 | 0.18 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 553 | $212,322 | 4,134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FLEXSHARES TR | FLEXSHARES ULTRA | 554 | $211,850 | 2,808 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
