Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Crown Wealth Group LLC
  City: Charlotte
  State: NC
  Zip: 28203
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $193,999,000
  Total Value Change : $27,929,000
  Securities Held Change : 10
   
All Securities Held : 108
  New Positions : 22
  Closed Positions : 13
  Increased Positions : 56
  Unchanged Positions : 8
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GD)1 Year Chart         GD General Dynamics Corp 114 Closed $296.44 $0 0 0% -270,000 -1,038 0    Aerospace/Defense - M...
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 120 Closed $110.39 $0 0 0% -337,000 -3,304 0    N/A
   (PXSV)1 Year Chart         PXSV Invesco Russell 2000 Pure V... 113 Closed $55.13 $0 0 0% -238,000 -4,388 0    Closed - End Fund - Debt
   (NOCT)1 Year Chart         NOCT Innovator Nasdaq-100 Power ... 119 Closed $0.00 $0 0 0% -425,000 -9,273 0    N/A
   (PL)1 Year Chart         PL Planet Labs PBC 112 Closed $1.94 $0 0 0% -49,000 -19,800 0    N/A
   (INVZ)1 Year Chart         INVZ Innoviz Technologies Ord Shs 118 Closed $1.18 $0 0 0% -28,000 -11,000 0    N/A
   (XBAP)1 Year Chart         XBAP Innovator Us Eqty Accelerat... 111 Closed $0.00 $0 0 0% -297,000 -9,703 0    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 117 Closed $80.34 $0 0 0% -346,000 -4,597 0    Closed - End Fund - E...
   (XMAR)1 Year Chart         XMAR Ft Cboe Vest Us Equity Enh ... 110 Closed $0.00 $0 0 0% -280,000 -8,516 0    N/A
   (MVG)1 Year Chart         MVG MAG Silver Corp 116 Closed $12.70 $0 0 0% -118,000 -11,300 0    Silver
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 109 Closed $44.94 $0 0 0% -239,000 -4,651 0    Drug Manufacturers - ...
   (WIW)1 Year Chart         WIW Western Asset Claymore Us T... 115 Closed $8.55 $0 0 0% -148,000 -17,100 0    Closed - End Fund - Debt
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 121 Closed $166.11 $0 0 0% -482,000 -3,053 0    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us