$102 Million is the total value of Crewe Advisors LLC's 279 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARESTR | 27 | Q2 2024 | 13.2% |
| SPDRS&P 500 ETF TR | 27 | Q2 2024 | 13.7% |
| DBX ETF TR | 27 | Q2 2024 | 10.2% |
| ISHARESTR | 27 | Q2 2024 | 6.2% |
| ISHARESTR | 27 | Q2 2024 | 6.0% |
| SPDRS&PMIDCAP400ETFTR | 27 | Q2 2024 | 6.9% |
| VANGUARDINTL EQUITYINDEXF | 27 | Q2 2024 | 1.3% |
| VANGUARDTAX MANAGEDINTLFD | 27 | Q2 2024 | 2.0% |
| ISHARESTR | 27 | Q2 2024 | 1.9% |
| ISHARESTR | 27 | Q2 2024 | 1.4% |
View Crewe Advisors LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Pluralsight, Inc. | February 03, 2020 | 4,761,680 | 4.7% |
View Crewe Advisors LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
View Crewe Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.