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
VIATRIS INC COM 651 $9,206 850 0.00 0.00 59 7.46 12-31-2023
DOLBY LABORATORIES INC COM CL A 652 $9,167 106 0.00 106 +Inf 12-31-2023
NISOURCE INC COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
FIDELITY COVINGTON TRUST MSCI INFO TECH I Liquidated $0 0 0.00 70 +Inf 12-31-2023
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