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Franklin Universal Trust shares owned by Clear Creek Financial Management

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Clear Creek Financial Management from 13F filings

Historical chart of Clear Creek Financial Management investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

All positions including Franklin Universal Trust held by Clear Creek Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $176k 27k 6.64
2023-12-31 $176k 27k 6.65
2023-09-30 $168k 27k 6.35
2023-06-30 $178k 27k 6.73
2023-03-31 $189k 27k 7.13

More positions owned by Clear Creek Financial Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Simplify Exchange Traded Fun Managed Futures (CTA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Clear Creek Financial Management

Top funds holding Franklin Universal Trust

Moloney Securities Asset Management
LPL Financial
Koshinski Asset Management
Stifel Financial
Morgan Stanley
Hennion & Walsh Asset Management
Westchester Capital Management
Wells Fargo & Company
Advisor Group Holdings
Uncommon Cents Investing
Wolverine Asset Management
Integrated Wealth Concepts
Janney Montgomery Scott
Landscape Capital Management
UBS Group

View all funds holding Franklin Universal Trust