Crewe Advisors LLC Renaissance Cap Greenwich Fds Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Crewe Advisors LLC holds 160 shares of IPO stock, worth $7,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares

160

Holding current value

$7,310

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$41.85 - $47.0 $6,696 - $7,520	160 New	160 $6,000

Others Institutions Holding IPO

# of Institutions

Shares Held

857K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

134K
Shares

$6.11 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.31 Million
0.0% of portfolio
Synergy Asset Management, LLC Bellevue, WA

86.9K
Shares

$3.97 Million
0.3% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.19 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.14 Million
2.11% of portfolio

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