Crown Wealth Group, LLC SMAX Holdings History
Crown Wealth Group, LLC's iShares Large Cap Max Buffer Sep ETF Holding Summary
As of 2025-06-30, Crown Wealth Group, LLC held 17,753.00 shares of iShares Large Cap Max Buffer Sep ETF(SMAX), totaling $462,290.00. This investment constitutes 0.17% of their stock portfolio, and Crown Wealth Group, LLC now holds 0.54% of the outstanding iShares Large Cap Max Buffer Sep ETF(SMAX) stock.
The initial trade took place in 2024Q4. And since then Crown Wealth Group, LLC has made 1 purchases of SMAX, at an average price of $25.16, for a total of 84,988.00 shares. In addition, there have been 2 sales at an average price of $25.32 for 67,235.00 shares. Based on historical transaction data and SMAX's current price of $26.22, Crown Wealth Group, LLC's estimated gain on his SMAX holdings is $29,822.73, reflecting a 1.39% gain to date.
Crown Wealth Group, LLC SMAX ($26.22) Holding Chart
Crown Wealth Group, LLC SMAX ($26.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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