Crown Wealth Group, LLC First Tr Ex Tr Viii Cboe Vest 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 2022 Jul 25, 2022	SELL	$17.79 - $20.13 $509,505 - $576,523	-28,640 Closed	0 $0
Q1 2022 Jul 13, 2022	BUY	$19.18 - $21.39 $549,315 - $612,609	28,640 New	28,640 $572,000

Others Institutions Holding YMAR

# of Institutions

55

Shares Held

2.97M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

361K
Shares

$8.39 Million
0.39% of portfolio
Cambridge Investment Research Advisors, Inc.

321K
Shares

$7.45 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

248K
Shares

$5.75 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

243K
Shares

$5.63 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

214K
Shares

$4.96 Million
0.0% of portfolio

About FIRST TR EX-TR VIII CBOE VEST

Ticker YMAR

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