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

Crown Wealth Group, LLC

$221 Million
Q4 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

83

Shares Held

3M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

423K
Shares

$16.7 Million
0.1% of portfolio
Cetera Investment Advisers Schaumburg, IL

352K
Shares

$13.9 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

296K
Shares

$11.7 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

253K
Shares

$9.96 Million
0.02% of portfolio
Envestnet Asset Management Inc

140K
Shares

$5.52 Million
0.0% of portfolio

About FT EXCH TRD FD VIII CBOE VEST

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