Cedar Brook Financial Partners, LLC Closed Holding Positions

Cedar Brook Financial Partners, LLC

  • $497 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Agf Invts Tr
Q2 2022 Filed on Aug 12, 2022
16,570
N/A
DAUG
First Tr ETF Viii Cboe Vest Us
Q2 2022 Filed on Aug 12, 2022
9,167
N/A
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,739
$62.75 - $78.76 $172K - $216K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
Q2 2022 Filed on Aug 12, 2022
8,976
$23.62 - $28.23 $212K - $253K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
10,189
$17.23 - $19.08 $176K - $194K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Aug 12, 2022
1,122
$218.95 - $282.53 $246K - $317K
LEA
Lear Corp

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,449
$120.14 - $143.2 $174K - $207K
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q2 2022 Filed on Aug 12, 2022
74,141
$10.43 - $11.85 $773K - $879K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Aug 12, 2022
1,979
N/A
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2022 Filed on Aug 12, 2022
3,220
N/A
DFS
Discover Financial Services

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,974
$89.53 - $120.58 $177K - $238K
JSML
Janus Detroit Str Tr Henderson

ETFs
Q2 2022 Filed on Aug 12, 2022
3,537
$44.67 - $57.69 $158K - $204K
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q2 2022 Filed on Aug 12, 2022
33,315
$6.23 - $7.57 $208K - $252K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q2 2022 Filed on Aug 12, 2022
4,008
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,833
$69.84 - $121.86 $128K - $223K
UBS
Ubs Group Ag

Financial Services
Q2 2022 Filed on Aug 12, 2022
12,078
$15.58 - $19.96 $188K - $241K
EFV
Msci Eafe Value ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
5,976
$43.33 - $50.78 $259K - $303K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on Apr 06, 2022
3,715
$39.56 - $47.63 $147K - $177K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on Apr 06, 2022
234
$662.87 - $917.22 $155K - $215K
ANIX
Anixa Biosciences Inc

Healthcare
Q1 2022 Filed on Apr 06, 2022
10,000
$2.5 - $3.42 $25K - $34.2K
SB
Safe Bulkers, Inc.

Industrials
Q1 2022 Filed on Apr 06, 2022
17,921
$3.24 - $4.76 $58.1K - $85.3K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
Q1 2022 Filed on Apr 06, 2022
3,018
N/A
MRVL
Marvell Technology, Inc.

Technology
Q1 2022 Filed on Apr 06, 2022
3,103
$60.25 - $89.43 $187K - $278K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on Apr 06, 2022
7,905
$22.11 - $26.52 $175K - $210K
TUEM
Tuesday Morning Corp

Consumer Defensive
Q1 2022 Filed on Apr 06, 2022
20,000
$1.1 - $2.25 $22K - $45K
EVTC
Evertec, Inc.

Technology
Q1 2022 Filed on Apr 06, 2022
4,174
$37.56 - $50.34 $157K - $210K
D
Dominion Energy, Inc

Utilities
Q4 2021 Filed on Jan 27, 2022
6,277
$70.85 - $78.57 $445K - $493K
RGEN
Repligen Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
763
$247.59 - $304.47 $189K - $232K
Ishares Tr
Q4 2021 Filed on Jan 27, 2022
17,966
N/A
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q4 2021 Filed on Jan 27, 2022
17,727
$26.04 - $26.17 $462K - $464K
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q4 2021 Filed on Jan 27, 2022
5,754
N/A
PHG
Koninklijke Philips Nv

Healthcare
Q4 2021 Filed on Jan 27, 2022
4,646
$33.89 - $48.15 $157K - $224K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
735
$280.02 - $327.35 $206K - $241K
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Jan 27, 2022
1,894
$106.57 - $110.92 $202K - $210K
CRTX
Cortexyme, Inc.

Healthcare
Q4 2021 Filed on Jan 27, 2022
2,218
$11.35 - $97.17 $25.2K - $216K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2021 Filed on Nov 01, 2021
8,262
N/A
General Electric CO
Q3 2021 Filed on Nov 01, 2021
31,725
N/A
SAN
Banco Santander, S.A.

Financial Services
Q3 2021 Filed on Nov 01, 2021
10,030
$3.39 - $3.96 $34K - $39.7K
SNAP
Snap Inc

Communication Services
Q3 2021 Filed on Nov 01, 2021
3,166
$59.31 - $83.11 $188K - $263K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q3 2021 Filed on Nov 01, 2021
10,088
$9.78 - $10.32 $98.7K - $104K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q3 2021 Filed on Nov 01, 2021
2,009
$105.49 - $107.1 $212K - $215K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 01, 2021
3,375
$73.87 - $92.86 $249K - $313K
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Nov 01, 2021
585
$282.99 - $369.05 $166K - $216K
SSO
Proshares Ultra S&P 500

ETFs
Q3 2021 Filed on Nov 01, 2021
3,189
N/A
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2021 Filed on Aug 16, 2021
5,910
$44.46 - $46.1 $263K - $272K
CUZ
Cousins Properties Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
5,712
$35.08 - $39.98 $200K - $228K
VAW
Vanguard Materials ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
2,394
N/A
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
3,246
N/A
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2021 Filed on Aug 16, 2021
7,489
N/A
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