Crown Wealth Group, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Crown Wealth Group, LLC

$211 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	SELL	$36.05 - $36.83 $24,405 - $24,933	-677 Reduced 10.7%	5,648 $207,000
Q1 2024 May 01, 2024	SELL	$34.91 - $36.23 $118,728 - $123,218	-3,401 Reduced 34.97%	6,325 $229,000
Q4 2023 Jan 23, 2024	SELL	$32.53 - $35.17 $47,819 - $51,699	-1,470 Reduced 13.13%	9,726 $341,000
Q2 2023 Jul 25, 2023	SELL	$32.14 - $33.45 $238,157 - $247,864	-7,410 Reduced 39.83%	11,196 $374,000
Q1 2023 Apr 28, 2023	SELL	$30.5 - $32.14 $121,939 - $128,495	-3,998 Reduced 17.69%	18,606 $597,000
Q4 2022 Feb 09, 2023	SELL	$29.01 - $31.08 $912,480 - $977,590	-31,454 Reduced 58.19%	22,604 $692,000
Q3 2022 Oct 21, 2022	SELL	$29.06 - $31.02 $161,544 - $172,440	-5,559 Reduced 9.32%	54,058 $1.57 Million
Q2 2022 Jul 25, 2022	BUY	$28.94 - $30.75 $1.73 Million - $1.83 Million	59,617 New	59,617 $1.76 Million

Others Institutions Holding XJUN

# of Institutions

73

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

433K
Shares

$16.7 Million
0.04% of portfolio
Kestra Advisory Services, LLC

423K
Shares

$16.3 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

299K
Shares

$11.5 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

264K
Shares

$10.2 Million
0.02% of portfolio
Sequent Planning LLC Omaha, NE

227K
Shares

$8.77 Million
2.98% of portfolio

About FT EXCH TRD FD VIII CBOE VEST

Ticker XJUN
Sector ETFs
Industry ETFs

More about XJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.