Crown Wealth Group, LLC

Q1 2025 13F Holdings

Location
Charlotte, NC
Holdings as of
3/31/2025
Value ($000)
$192,809
Num holdings
108
Date filed
4/25/2025
Form type
13F-HR
Prev filing
2/5/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type