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Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

AVTA holding history

Avantax, Inc. in every 13F filed by Crewe Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVTA overviewAll 13F holders of AVTAFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of AVTA by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−5−100.0%Sold outHolders
Q3 20235$128<0.1%−1−16.7%ReducedHolders
Q2 20236$135<0.1%+6NewHolders