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Citigroup shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Citigroup

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All positions including Citigroup held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 52k 51.44
2023-09-30 $1.5M 38k 41.13
2021-12-31 $401k 6.6k 60.37

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Citigroup

Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
Susquehanna International
T. Rowe Price Associates
Bank of New York Mellon
Fisher Investments
Morgan Stanley
Bank of America Corporation
FMR
Goldman Sachs Group
Citadel Advisors
Franklin Resources
Massachusetts Financial Services

View all funds holding Citigroup