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 |
|---|---|---|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 50 | 11.76 | 12-31-2023 |
| WESTROCK CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 135 | 100.00 | 12-31-2023 |
| ATAI LIFE SCIENCES NV | SHS | 703 | $7,812 | 5,540 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 16 | 72.73 | 12-31-2023 |
