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 |
|---|---|---|---|---|---|---|---|---|---|
| U HAUL HOLDING COMPANY | COM | 1351 | $647 | 9 | 0.00 | 9 | +Inf | 12-31-2023 | |
| YUM CHINA HLDGS INC | COM | 1352 | $637 | 15 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PURE STORAGE INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -12 | -41.38 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO INTRMD | Liquidated | $0 | 0 | 0.00 | 19 | +Inf | 12-31-2023 |
