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 |
|---|---|---|---|---|---|---|---|---|---|
| WATSCO INC | COM | 601 | $11,141 | 26 | 0.00 | 26 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFOLIO S&P600 | Liquidated | $0 | 0 | 0.00 | 0.00 | 261 | 1087.50 | 12-31-2023 |
| EXPEDIA GROUP INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AGNC INVT CORP | COM | 604 | $10,919 | 1,113 | 0.00 | 1,113 | +Inf | 12-31-2023 |
