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 |
|---|---|---|---|---|---|---|---|---|---|
| LAMB WESTON HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MEDTRONIC PLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -637 | -59.92 | 12-31-2023 |
| ISHARES TR | CORE MSCI INTL | 353 | $37,114 | 583 | 0.00 | 0.00 | -1,578 | -73.02 | 12-31-2023 |
| WYNN RESORTS LTD | COM | 354 | $36,809 | 404 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
