Crown Wealth Group, LLC
Q2 2024 13F Holdings
Location
Charlotte, NC
Holdings as of
6/30/2024
Value ($000)
$200,175
Num holdings
105
Date filed
7/26/2024
Form type
13F-HR
Prev filing
5/1/2024
Next filing
11/13/2024
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q3
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2023 Q4
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2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type