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 |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 51 | $960,562 | 3,442 | 0.00 | 0.00 | 564 | 19.60 | 03-31-2024 |
| META PLATFORMS INC | CL A | 52 | $916,470 | 1,887 | 0.00 | 0.00 | 221 | 13.27 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 53 | $908,740 | 4,537 | 0.00 | 0.00 | 154 | 3.51 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 54 | $866,512 | 5,691 | 0.00 | 0.00 | 1,176 | 26.05 | 03-31-2024 |
