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 |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -18 | -13.64 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS DEV | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,958 | -95.53 | 12-31-2023 |
| ISHARES TR | MSCI USA MIN VOL | 553 | $13,310 | 171 | 0.00 | 0.00 | -100 | -36.90 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 554 | $13,294 | 340 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
