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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 51 | $1,216,793 | 13,771 | 0.00 | 0.00 | -2,797 | -16.88 | 12-31-2023 |
| HOME DEPOT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -309 | -7.51 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 53 | $1,027,192 | 18,683 | 0.00 | 0.00 | -1,479 | -7.34 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 54 | $1,008,743 | 4,336 | 0.00 | 0.00 | 931 | 27.34 | 12-31-2023 |
