Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CROWN WEALTH GROUP LLC | 05-01-2024 | 03-31-2024 | 108 | 194,001,616 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 101 | $416,964 | 7,194 | 0.00 | 0.00 | 1,969 | 37.68 | 03-31-2024 |
| JACOBS SOLUTIONS INC | COM | 102 | $416,608 | 2,710 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 103 | $411,151 | 855 | 0.00 | 0.00 | 370 | 76.29 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 104 | $403,790 | 10,900 | 0.00 | 10,900 | +Inf | 03-31-2024 |
