A detailed history of Crown Wealth Group, LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Crown Wealth Group, LLC holds 7,900 shares of XSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,900
Previous 10,700 26.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-2,800 Reduced 26.17%
7,900 $0
Q2 2024

Jul 26, 2024

SELL
N/A
-200 Reduced 1.83%
10,700 $0
Q4 2023

Jan 23, 2024

SELL
N/A
-600 Reduced 5.22%
10,900 $0
Q3 2023

Oct 25, 2023

BUY
N/A
11,500 New
11,500 $0

Others Institutions Holding XSEP

About FRST TR EX TRD VIII CBOE VEST


  • Ticker XSEP
More about XSEP
Track This Portfolio

Track Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, LLC and customize your updates to receive the information that matters most to you.

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.