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 | MSCI ACWI ETF | 251 | $82,536 | 811 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CORTEVA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | MBS ETF | 253 | $82,415 | 876 | 0.00 | 876 | +Inf | 12-31-2023 | |
| MODERNA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -15 | -2.17 | 12-31-2023 |
