Crown Wealth Group, LLC Purchases in Q3 2024

Crown Wealth Group, LLC

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
345K
+ 125.14%
$29.76 - $30.83 $10.3M - $10.6M
620K $19.1M
VTV
Vanguard Value ETF

ETFs
26.5K
New
$159.75 - $174.57 $4.23M - $4.62M
26.5K $4.62M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
70.6K
+ 118.49%
$41.34 - $43.55 $2.92M - $3.07M
130K $5.62M
VPU
Vanguard Utilities ETF

ETFs
15.9K
New
$146.64 - $174.54 $2.33M - $2.77M
15.9K $2.76M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.8K
+ 3.39%
$60.84 - $67.51 $901K - $1M
452K $30.5M
ITB
Ishares Tr

ETFs
17.3K
New
$97.52 - $128.64 $1.69M - $2.23M
17.3K $2.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
13.1K
+ 3.49%
$56.04 - $62.2 $737K - $818K
390K $24.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
22.7K
+ 11.23%
$30.74 - $34.07 $696K - $772K
224K $7.64M
BJAN
Innovator U.S. Equity Buffer E

ETFs
12.8K
+ 3.93%
$43.63 - $46.56 $559K - $597K
339K $15.8M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
38.8K
+ 416.59%
$21.72 - $25.05 $843K - $972K
48.1K $1.18M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
23.2K
New
$33.89 - $41.64 $787K - $967K
23.2K $924K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.22K
+ 3.81%
$162.64 - $179.3 $360K - $397K
60.3K $10.8M
EPI
Wisdomtree Tr India Earnings F

ETFs
14.9K
+ 25.04%
$47.41 - $50.82 $708K - $759K
74.6K $3.76M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.6K
+ 63.03%
$100.3 - $100.74 $763K - $766K
19.7K $1.98M
AAPL
Apple Inc.

Technology
62
+ 0.21%
$207.23 - $234.82 $12.8K - $14.6K
29.1K $6.77M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12K
+ 160.81%
$51.78 - $52.98 $621K - $635K
19.4K $1.03M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
11.7K
New
$44.46 - $48.11 $520K - $563K
11.7K $562K
PHYS
Sprott Physical Gold Trust

Financial Services
11.4K
+ 107.03%
$18.12 - $20.72 $207K - $236K
22.1K $450K
MINO
Pimco ETF Tr Municipal Income

ETFs
5.22K
+ 42.02%
$45.07 - $46.16 $235K - $241K
17.6K $814K
BSX
Boston Scientific Corp

Healthcare
2.83K
New
$72.96 - $84.0 $206K - $237K
2.83K $236K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
102
+ 2.9%
$405.19 - $478.57 $41.3K - $48.8K
3.62K $1.67M
DUK
Duke Energy Corp

Utilities
2.03K
New
$99.35 - $117.71 $201K - $238K
2.03K $233K
TMO
Thermo Fisher Scientific Inc.

Healthcare
368
New
$531.86 - $624.21 $196K - $230K
368 $227K
CSCO
Cisco Systems, Inc.

Technology
4.27K
New
$44.74 - $53.22 $191K - $227K
4.27K $227K
ORCL
Oracle Corp

Technology
1.28K
New
$125.9 - $170.35 $161K - $217K
1.28K $217K
ISRG
Intuitive Surgical Inc

Healthcare
410
New
$416.14 - $494.01 $171K - $203K
410 $201K
META
Meta Platforms, Inc.

Communication Services
31
+ 1.33%
$453.41 - $572.44 $14.1K - $17.7K
2.36K $1.35M
VUG
Vanguard Growth ETF

ETFs
117
+ 2.32%
$341.08 - $391.94 $39.9K - $45.9K
5.16K $1.98M
NOW
Service Now, Inc.

Technology
8
+ 1.88%
$730.87 - $937.36 $5.85K - $7.5K
434 $388K
PANW
Palo Alto Networks Inc

Technology
88
+ 12.81%
$294.18 - $368.01 $25.9K - $32.4K
775 $264K
PAUG
Innovator U.S. Equity Power Bu

ETFs
128
+ 0.74%
$35.57 - $37.86 $4.55K - $4.85K
17.4K $660K
ANET
Arista Networks, Inc.

Technology
1
+ 0.13%
$311.42 - $388.21 $311 - $388
762 $292K
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 3.58%
$434.77 - $502.96 $12.6K - $14.6K
839 $409K
AMGN
Amgen Inc

Healthcare
2
+ 0.24%
$309.38 - $337.38 $619 - $675
842 $271K
Innovator Etfs Trust
170
+ 1.45%
N/A
11.9K $0
Innovator Etfs Trust
23.4K
New
N/A
23.4K $0
Amplify ETF Tr
14.1K
New
N/A
14.1K $0
Pimco ETF Tr
73.7K
New
N/A
73.7K $0
Calamos ETF Tr
15K
New
N/A
15K $0
Innovator Etfs Trust
17.8K
New
N/A
17.8K $0
Innovator Etfs Trust
264K
New
N/A
264K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
436
+ 1.91%
N/A
23.2K $0
ADBE
Adobe Inc.

Technology
26
+ 2.04%
$508.13 - $586.55 $13.2K - $15.3K
1.3K $674K
AVGO
Broadcom Inc.

Technology
3.23K
+ 631.31%
$136.27 - $1745.86 $440K - $5.63M
3.74K $644K
GOOGL
Alphabet Inc.

Communication Services
188
+ 0.99%
$148.65 - $191.18 $27.9K - $35.9K
19.2K $3.18M
Activity Summary
Buys All Purchases 46 New Holdings 18 Increased Positions 28 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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