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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 201 | $135,822 | 608 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COCA COLA CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -146 | -6.10 | 12-31-2023 |
| SOFI TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14 | 0.09 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 204 | $131,428 | 1,121 | 0.00 | 0.00 | -510 | -31.27 | 12-31-2023 |
