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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 351 | $524,680 | 8,027 | 0.00 | 0.00 | -116 | -1.42 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,632 | -32.38 | 03-31-2024 |
| ISHARES TR | SP SMCP600VL ETF | 353 | $510,128 | 4,964 | 0.00 | 0.00 | 2,016 | 68.39 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 354 | $507,621 | 5,815 | 0.00 | 0.00 | -802 | -12.12 | 03-31-2024 |
