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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.14 | 12-31-2023 |
| AMPHENOL CORP NEW | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,829 | 70.48 | 12-31-2023 |
| BOOKING HOLDINGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -17 | -10.90 | 12-31-2023 |
| LILLY ELI & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -173 | -18.33 | 12-31-2023 |
