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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAC HLDGS INC | COM | 751 | $6,979 | 54 | 0.00 | 0.00 | -46 | -46.00 | 12-31-2023 |
| DAVITA INC | COM | 752 | $6,915 | 66 | 0.00 | 66 | +Inf | 12-31-2023 | |
| LATTICE SEMICONDUCTOR CORP | COM | 753 | $6,899 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | Liquidated | $0 | 0 | 0.00 | 107 | +Inf | 12-31-2023 |
