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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 501 | $16,202 | 286 | 0.00 | 0.00 | 20 | 7.52 | 12-31-2023 |
| TUTOR PERINI CORP | COM | 502 | $15,925 | 1,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTERNATIONAL PAPER CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| IMPACT SHS TR I | NAACP MINO ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
