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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

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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
2024-09-30 $200k 27k 7.56
2024-06-30 $180k 27k 6.81
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)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Clear Creek Financial Management

Top funds holding Franklin Universal Trust

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

View all funds holding Franklin Universal Trust