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 |
|---|---|---|---|---|---|---|---|---|---|
| DTE ENERGY CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 0.98 | 12-31-2023 |
| ISHARES TR | 7-10 YR TRSY BD | 302 | $54,943 | 570 | 0.00 | 570 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 303 | $54,746 | 640 | 0.00 | 0.00 | 225 | 54.22 | 12-31-2023 |
| AUTODESK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -319 | -55.09 | 12-31-2023 |
