Crown Wealth Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$230M
Signature - Title
Nicholas M. Kolbenschlag - CCO
Location
Charlotte, NC
Summary
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.
Holdings Value