Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAR CREEK FINANCIAL MANAGEMENT LLC | 04-26-2024 | 03-31-2024 | 420 | 781,361,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 151 | $1,861,230 | 24,429 | 0.00 | 24,429 | +Inf | 03-31-2024 | |
| BOEING CO | COM | 152 | $1,806,606 | 9,361 | 0.00 | 0.00 | 2,606 | 38.58 | 03-31-2024 |
| BLACKROCK ETF TRUST | US EQT FACTOR | 153 | $1,787,590 | 40,261 | 0.00 | 40,261 | +Inf | 03-31-2024 | |
| TESLA INC | COM | 154 | $1,748,759 | 9,948 | 0.00 | 0.00 | 1,195 | 13.65 | 03-31-2024 |
