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| Name: |
Crown Wealth Group LLC |
| City: |
Charlotte |
| State: |
NC |
| Zip: |
28203 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPOT |
Spotify Technology SA |
22 |
- |
$294.60 |
$1,467,000 |
5,560 |
0.76% |
422,000 |
0 |
0.003 |
N/A |
|
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J |
Jacobs Solutions Inc |
56 |
- |
$139.24 |
$417,000 |
2,710 |
0.21% |
65,000 |
0 |
0 |
Heavy Construction |
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XSEP |
Ft Cboe Vest Us Equity Enh ... |
58 |
- |
$0.00 |
$404,000 |
10,900 |
0.21% |
13,000 |
0 |
0.121 |
N/A |
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FDN |
First Trust Dow Jones Inter... |
61 |
- |
$201.84 |
$363,000 |
1,769 |
0.19% |
33,000 |
0 |
0.003 |
Closed - End Fund - E... |
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CLBK |
Columbia Financial, Inc. |
79 |
- |
$15.95 |
$267,000 |
15,500 |
0.14% |
-32,000 |
0 |
0.013 |
N/A |
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VGT |
Vanguard I T VIPERS |
85 |
- |
$516.26 |
$246,000 |
470 |
0.13% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
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XJUL |
Ft Vest Us Equity Enh & Mod... |
99 |
- |
$0.00 |
$218,000 |
6,550 |
0.11% |
8,000 |
0 |
0.073 |
N/A |
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ESOA |
Energy Services Acquisition... |
107 |
- |
$6.81 |
$132,000 |
15,991 |
0.07% |
36,000 |
0 |
0.112 |
Diversified Investments |
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