Crown Wealth Group, LLC Innovator ETF Tr Us Equity Acc Transaction History

Crown Wealth Group, LLC

$211 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$27.39 - $28.96 $48,589 - $51,375	1,774 Added 22.37%	9,703 $280,000
Q1 2023 Apr 28, 2023	BUY	$25.25 - $27.48 $200,207 - $217,888	7,929 New	7,929 $217,000

Others Institutions Holding XBAP

# of Institutions

46

Shares Held

1.93M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

424K
Shares

$14.4 Million
0.03% of portfolio
Crosspoint Financial, LLC Tustin, CA

359K
Shares

$12.2 Million
41.21% of portfolio
First Commonwealth Financial Corp Indiana, PA

323K
Shares

$11 Million
2.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.9K
Shares

$2.74 Million
0.01% of portfolio
Andina Capital Management, LLC Lehi, UT

72.5K
Shares

$2.46 Million
1.84% of portfolio

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

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