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 |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -212 | -98.60 | 12-31-2023 |
| TIDAL ETF TR II | CARBON CLCTV CLM | 1202 | $1,140 | 58 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE MSCI TOTAL | 1203 | $1,139 | 18 | 0.00 | 0.00 | 1 | 5.88 | 12-31-2023 |
| CANOO INC | COM CL A | 1204 | $1,131 | 4,396 | 0.00 | 0.00 | 2,036 | 86.27 | 12-31-2023 |
