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Value $
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$230M
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Signature - Title
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Nicholas M. Kolbenschlag - CCO
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Location
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Charlotte, NC
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Summary
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This page shows a list of all the recent 13F filings made by Crown Wealth Group, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Crown Wealth Group, LLC reported 114 stock holdings with total value $230M as of Q3 2024. Top holdings included SPLG, DFUS, BALT, BJAN, and QUAL.