Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREWE ADVISORS LLC | 02-09-2024 | 12-31-2023 | 432 | 632,062,377 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENSIGN GROUP INC | COM | 1 | $135,905,498 | 1,211,171 | 0.02 | 0.02 | 29,119 | 2.46 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $66,991,571 | 140,258 | 0.01 | 0.01 | -12,528 | -8.20 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $44,749,602 | 94,148 | 0.01 | 0.01 | 216 | 0.23 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $36,535,320 | 131,825 | 0.01 | 0.00 | -545 | -0.41 | 12-31-2023 |
