Crown Wealth Group, LLC
Position in SMAX — iShares Large Cap Max Buffer Sep ETF
CIK 1845698
Charlotte, NC
All Filings in SMAX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAX | $449,295 | 16,751 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 SMAX | $811,156 | 30,093 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 SMAX | $798,124 | 29,803 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 SMAX | $462,288 | 17,753 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 SMAX | $568,207 | 22,692 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 SMAX | $2,141,612 | 84,988 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||