Cedar Brook Financial Partners, LLC First Trust Multi Asset Divers Transaction History

Cedar Brook Financial Partners, LLC

$698 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$13.24 - $14.56 $134,081 - $147,449	-10,127 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$10.84 - $15.75 $13,040 - $18,947	-1,203 Reduced 10.62%	10,127 $139,000
Q1 2020 May 07, 2020	BUY	$9.69 - $19.03 $1,802 - $3,539	186 Added 1.67%	11,330 $133,000
Q4 2019 Feb 06, 2020	SELL	$18.08 - $18.82 $15,964 - $16,618	-883 Reduced 7.34%	11,144 $209,000
Q3 2019 Oct 24, 2019	SELL	$17.8 - $18.7 $23,691 - $24,889	-1,331 Reduced 9.96%	12,027 $222,000
Q2 2019 Aug 06, 2019	BUY	$18.11 - $18.75 $3,422 - $3,543	189 Added 1.44%	13,358 $247,000
Q1 2019 May 08, 2019	BUY	$16.92 - $18.47 $3,400 - $3,712	201 Added 1.55%	13,169 $242,000
Q4 2018 Feb 11, 2019	BUY	$16.21 - $18.57 $210,211 - $240,815	12,968 New	12,968 $218,000

Others Institutions Holding MDIV

# of Institutions

101

Shares Held

9.06M

Call Options Held

0

Put Options Held

0

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