Crown Wealth Group, LLC Innovator U.S. Equity Buffer E Transaction History

Crown Wealth Group, LLC

  • $187 Million
  • Q1 2024

A detailed history of Crown Wealth Group, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Crown Wealth Group, LLC holds 322,745 shares of BJAN stock, worth $14.6 Million. This represents 7.53% of its overall portfolio holdings.

Number of Shares
322,745
Previous 294,899 9.44%
Holding current value
$14.6 Million
Previous $12 Million 16.62%
% of portfolio
7.53%
Previous 7.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$40.34 - $43.54 $1.12 Million - $1.21 Million
27,846 Added 9.44%
322,745 $14.1 Million
Q4 2023

Jan 23, 2024
BUY
$35.4 - $40.91 $10.4 Million - $12.1 Million
294,899 New
294,899 $12 Million

Others Institutions Holding BJAN

# of Institutions
114
Shares Held
4.23M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJAN Quotes by TradingView
  • Ticker BJAN
  • Sector ETFs
  • Industry ETFs
More about BJAN
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.

Choose your preferred platform and Sign Up 👇 Telegram Email