Crown Wealth Group, LLC

Q2 2025 13F Holdings

Location
Charlotte, NC
Holdings as of
6/30/2025
Value ($000)
$266,195
Num holdings
119
Date filed
7/16/2025
Form type
13F-HR
Prev filing
4/25/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type