Crewe Advisors LLC - Q2 2016 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q2 2016
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARESTR27Q2 202413.2%
SPDRS&P 500 ETF TR27Q2 202413.7%
DBX ETF TR27Q2 202410.2%
ISHARESTR27Q2 20246.2%
ISHARESTR27Q2 20246.0%
SPDRS&PMIDCAP400ETFTR27Q2 20246.9%
VANGUARDINTL EQUITYINDEXF27Q2 20241.3%
VANGUARDTAX MANAGEDINTLFD27Q2 20242.0%
ISHARESTR27Q2 20241.9%
ISHARESTR27Q2 20241.4%

View Crewe Advisors LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Crewe Advisors LLC Q2 2016 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Pluralsight, Inc.February 03, 20204,761,6804.7%

View Crewe Advisors LLC's complete significant-ownership history.

Latest filings
TypeFiled
N-PX2024-08-28
13F-HR2024-07-29
13F-HR2024-05-14
13F-HR2024-02-09
13F-HR2023-11-09
13F-HR2023-07-28
13F-HR2023-05-12
13F-HR2023-02-08
13F-HR2022-11-14
13F-HR2022-08-02

View Crewe Advisors LLC's complete filings history.

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