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 |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 151 | $256,513 | 1,007 | 0.00 | 0.00 | 56 | 5.89 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 152 | $253,205 | 1,972 | 0.00 | 1,972 | +Inf | 03-31-2024 | |
| INTEL CORP | COM | 153 | $250,621 | 5,674 | 0.00 | 0.00 | 99 | 1.78 | 03-31-2024 |
| ABBOTT LABS | COM | 154 | $248,347 | 2,185 | 0.00 | 0.00 | 232 | 11.88 | 03-31-2024 |
