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 |
|---|---|---|---|---|---|---|---|---|---|
| LIGHTINTHEBOX HLDG CO LTD | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DISCOVER FINL SVCS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOOSEHEAD INS INC | COM CL A | 1003 | $2,881 | 38 | 0.00 | 38 | +Inf | 12-31-2023 | |
| MARKETAXESS HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
