Crown Wealth Group, LLC

Q4 2023 13F Holdings

Location
Charlotte, NC
Holdings as of
12/31/2023
Value ($000)
$166,071
Num holdings
98
Date filed
1/23/2024
Form type
13F-HR
Prev filing
10/25/2023
Next filing
5/1/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type