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 |
|---|---|---|---|---|---|---|---|---|---|
| HUNT J B TRANS SVCS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 181 | 18.53 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | Liquidated | $0 | 0 | 0.00 | 0.00 | -812 | -29.83 | 12-31-2023 |
| PIONEER NAT RES CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 123 | 14.39 | 12-31-2023 |
| GRAINGER W W INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 56 | 28.00 | 12-31-2023 |
