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 |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 601 | $212,723 | 2,763 | 0.00 | 2,763 | +Inf | 03-31-2024 | |
| BECTON DICKINSON & CO | COM | 602 | $211,842 | 856 | 0.00 | 856 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 603 | $209,808 | 6,050 | 0.00 | 6,050 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 604 | $209,656 | 2,020 | 0.00 | 0.00 | -511 | -20.19 | 03-31-2024 |
