Position in CDZI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$34,370
New position
Shares Held
7,000
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Crewe Advisors LLC holds $9,079 across 1 Utilities - Regulated Water name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
69 | $9,079 |
All Filings in CDZI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,370 | 7,000 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||