Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHERRY CREEK INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 104 | 184,654,024 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 51 | $761,699 | 5,773 | 0.00 | 0.00 | -142 | -2.40 | 03-31-2024 |
| FIRST WESTN FINL INC | COM | 52 | $757,271 | 51,939 | 0.00 | 0.00 | -7,501 | -12.62 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 53 | $742,356 | 4,706 | 0.00 | 0.00 | 194 | 4.30 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 54 | $713,248 | 4,396 | 0.00 | 0.00 | 35 | 0.80 | 03-31-2024 |
