Crown Wealth Group, LLC Purchases and Sells in Q4 2024

Crown Wealth Group, LLC

$221 Million
Q4 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	106K + 27.32%	$61.52 - $66.5 $6.55M - $7.08M	496K $31.7M
VUG	12.5K + 242.43%	$378.79 - $428.11 $4.74M - $5.36M	17.7K $7.26M
SGOV	40.5K + 205.8%	$100.16 - $100.7 $4.05M - $4.08M	60.1K $6.03M
QQQ	2.66K + 317.16%	$481.22 - $538.17 $1.28M - $1.43M	3.5K $1.79M
IYW	4.84K + 15.33%	$148.14 - $166.23 $718K - $805K	36.4K $5.81M
MINT	10.2K + 106.82%	$100.22 - $100.73 $1.02M - $1.03M	19.8K $1.98M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VFH	35.6K New	$108.87 - $126.2 $3.87M - $4.49M	35.6K $4.2M
MDY	1.23K New	$563.99 - $620.12 $694K - $763K	1.23K $701K
TLT	5.5K New	$87.1 - $98.49 $479K - $542K	5.5K $480K
SPHD	6.38K New	$47.77 - $51.75 $305K - $330K	6.38K $308K
COF	1.21K New	$145.19 - $192.01 $175K - $232K	1.21K $215K
IWM	932 New	$216.13 - $242.4 $201K - $226K	932 $205K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-24.4K - 92.36%	$168.32 - $181.87 $4.11M - $4.45M	2.02K $342K
SPLG	-59.3K - 13.12%	$66.77 - $71.52 $3.96M - $4.24M	392K $27.1M
DFCF	-54.5K - 41.88%	$41.17 - $43.34 $2.24M - $2.36M	75.6K $3.13M
EPI	-24.6K - 33.04%	$45.09 - $50.08 $1.11M - $1.23M	50K $2.26M
DUHP	-31.1K - 13.88%	$33.62 - $35.69 $1.05M - $1.11M	193K $6.53M
CRM	-2.95K - 52.98%	$270.87 - $367.87 $800K - $1.09M	2.62K $876K

Activity Summary All Purchases 65 New Holdings 12 Increased Positions 53 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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