Crown Wealth Group, LLC Closed Holding Positions

Crown Wealth Group, LLC

  • $211 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VZIO
Vizio Holding Corp.

Technology
Q2 2022 Filed on Jul 25, 2022
12,924
$6.7 - $9.52 $86.6K - $123K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Jul 25, 2022
19,737
$66.73 - $79.1 $1.32M - $1.56M
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Jul 25, 2022
14,297
$88.4 - $105.81 $1.26M - $1.51M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
294,033
$23.28 - $24.82 $6.85M - $7.3M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2022 Filed on Jul 25, 2022
36,339
$39.7 - $46.11 $1.44M - $1.68M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q2 2022 Filed on Jul 25, 2022
12,501
$16.82 - $21.01 $210K - $263K
VIG
Vanguard Dividend Appreciation

ETFs
Q2 2022 Filed on Jul 25, 2022
1,566
N/A
AGCO
Agco Corp

Industrials
Q2 2022 Filed on Jul 25, 2022
2,000
$97.19 - $144.76 $194K - $290K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
9,931
$33.35 - $42.17 $331K - $419K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
Q2 2022 Filed on Jul 25, 2022
35,792
N/A
YMAR
First Tr Ex Tr Viii Cboe Vest
Q2 2022 Filed on Jul 25, 2022
28,640
$17.79 - $20.13 $510K - $577K
FRI
First Tr S&P Reit Index Fd

ETFs
Q2 2022 Filed on Jul 25, 2022
10,800
$24.7 - $32.25 $267K - $348K
GLOP
Gas Log Partners LP

Energy
Q2 2022 Filed on Jul 25, 2022
13,692
$4.41 - $7.07 $60.4K - $96.8K
IYM
Ishares Tr

ETFs
Q2 2022 Filed on Jul 25, 2022
1,350
$117.72 - $154.02 $159K - $208K
K
Kellogg CO

Consumer Defensive
Q2 2022 Filed on Jul 25, 2022
5,000
$65.31 - $74.53 $327K - $373K
OXY
Occidental Petroleum Corp

Energy
Q2 2022 Filed on Jul 25, 2022
4,042
$54.82 - $70.86 $222K - $286K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2022 Filed on Jul 25, 2022
128,149
$45.73 - $49.5 $5.86M - $6.34M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
38,708
$6.05 - $7.05 $234K - $273K
DFAI
Dimensional ETF Tr

ETFs
Q2 2022 Filed on Jul 25, 2022
16,256
$23.87 - $28.49 $388K - $463K
DFIP
Dimensional ETF Tr Inflation P

ETFs
Q2 2022 Filed on Jul 25, 2022
105,024
$43.79 - $47.31 $4.6M - $4.97M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
64,534
$6.33 - $7.23 $409K - $467K
PLTM
Granite Shares Platinum Trust

ETFs
Q2 2022 Filed on Jul 25, 2022
19,392
$8.78 - $10.07 $170K - $195K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q2 2022 Filed on Jul 25, 2022
28,756
$17.72 - $19.46 $510K - $560K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2022 Filed on Jul 25, 2022
10,625
$14.87 - $30.55 $158K - $325K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q2 2022 Filed on Jul 25, 2022
5,449
$32.82 - $38.01 $179K - $207K
MMM
3 M CO

Industrials
Q1 2022 Filed on Jul 13, 2022
1,470
$140.96 - $181.02 $207K - $266K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
Q1 2022 Filed on Jul 13, 2022
23,950
$12.84 - $15.74 $308K - $377K
QSWN
Amplify ETF Tr Blackswan Tech

ETFs
Q1 2022 Filed on Jul 13, 2022
14,500
$21.08 - $24.73 $306K - $359K
DFSD
Dimensional ETF Tr Short Durat

ETFs
Q1 2022 Filed on Jul 13, 2022
66,491
$47.69 - $49.94 $3.17M - $3.32M
DFAE
Dimensional ETF Tr

ETFs
Q1 2022 Filed on Jul 13, 2022
63,067
$24.29 - $28.31 $1.53M - $1.79M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on Jul 13, 2022
8,827
$30.13 - $38.07 $266K - $336K
DSL
Double Line Income Solutions Fund

Financial Services
Q1 2022 Filed on Jul 13, 2022
54,789
$13.66 - $16.45 $748K - $901K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2022 Filed on Jul 13, 2022
1,443
$459.24 - $521.7 $663K - $753K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q1 2022 Filed on Jul 13, 2022
72,069
$27.07 - $29.9 $1.95M - $2.15M
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on Jul 13, 2022
19,932
$72.45 - $85.55 $1.44M - $1.71M
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on Jul 13, 2022
1,106
$321.37 - $407.48 $355K - $451K
BUG
Global X Fds Cybersecurity ETF

ETFs
Q1 2022 Filed on Jul 13, 2022
9,602
$26.74 - $31.76 $257K - $305K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2022 Filed on Jul 13, 2022
2,963
$147.46 - $159.06 $437K - $471K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on Jul 13, 2022
6,062
$87.3 - $110.53 $529K - $670K
EFV
Msci Eafe Value ETF

ETFs
Q1 2022 Filed on Jul 13, 2022
13,405
$45.64 - $53.35 $612K - $715K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2022 Filed on Jul 13, 2022
12,052
$108.47 - $136.53 $1.31M - $1.65M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q1 2022 Filed on Jul 13, 2022
50,284
$7.91 - $9.22 $398K - $464K
DOW
Dow Inc.

Basic Materials
Q1 2022 Filed on Jul 13, 2022
4,008
$56.62 - $64.7 $227K - $259K
METV
Listed Fds Tr Roundhill Ball M

ETFs
Q1 2022 Filed on Jul 13, 2022
31,816
$10.29 - $15.25 $327K - $485K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2022 Filed on Jul 13, 2022
25,879
$44.42 - $51.73 $1.15M - $1.34M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2022 Filed on Jul 13, 2022
7,496
$131.9 - $145.68 $989K - $1.09M
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