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 |
|---|---|---|---|---|---|---|---|---|---|
| ENVIROTECH VEHICLES INC | COM NEW | 451 | $19,992 | 14,700 | 0.00 | 0.00 | -450 | -2.97 | 12-31-2023 |
| MONROE CAP CORP | COM | 452 | $19,782 | 2,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VITESSE ENERGY INC | COMMON STOCK | 453 | $19,439 | 888 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | 454 | $19,236 | 512 | 0.00 | 0.00 | -145 | -22.07 | 12-31-2023 |
