Crown Wealth Group, LLC Innovator U.S. Equity Power Bu Transaction History

Crown Wealth Group, LLC

  • $221 Million
  • Q4 2024

A detailed history of Crown Wealth Group, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Crown Wealth Group, LLC holds 5,358 shares of POCT stock, worth $216,356. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,358
Previous 5,358 -0.0%
Holding current value
$216,356
Previous $208,000 1.92%
% of portfolio
0.1%
Previous 0.1%

Shares

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

May 01, 2024
SELL
$35.88 - $37.5 $58,125 - $60,750
-1,620 Reduced 23.22%
5,358 $200,000
Q4 2023

Jan 23, 2024
BUY
$33.24 - $36.16 $231,948 - $252,324
6,978 New
6,978 $252,000
Q1 2023

Apr 28, 2023
SELL
$29.91 - $31.63 $3.71 Million - $3.92 Million
-123,928 Reduced 87.19%
18,209 $575,000
Q4 2022

Feb 09, 2023
BUY
$28.48 - $30.65 $947,244 - $1.02 Million
33,260 Added 30.55%
142,137 $4.27 Million
Q3 2022

Oct 21, 2022
BUY
$28.19 - $29.67 $3.07 Million - $3.23 Million
108,877 New
108,877 $3.12 Million

Others Institutions Holding POCT

# of Institutions
220
Shares Held
16M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

POCT Quotes by TradingView
  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
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