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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED STS OIL FD LP | UNITS | 851 | $4,999 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GLOBAL PMTS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FERRARI N V | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -172 | -91.98 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 854 | $4,868 | 90 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
