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 |
|---|---|---|---|---|---|---|---|---|---|
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OTTER TAIL CORP | COM | 1152 | $1,955 | 23 | 0.00 | 23 | +Inf | 12-31-2023 | |
| HARTFORD FINL SVCS GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -263 | -90.69 | 12-31-2023 |
| WEST PHARMACEUTICAL SVSC INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -92.31 | 12-31-2023 |
