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 |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,948 | -69.50 | 12-31-2023 |
| ARK ETF TR | INNOVATION ETF | 402 | $25,819 | 493 | 0.00 | 493 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 403 | $25,136 | 1,316 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 404 | $24,925 | 2,173 | 0.00 | 0.00 | -21,384 | -90.78 | 12-31-2023 |
