Lauer Wealth »

Citizens Financial shares owned by Lauer Wealth

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Lauer Wealth from 13F filings

Historical chart of Lauer Wealth investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Lauer Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citizens Financial by Lauer Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $413k 12k 33.57
2023-12-31 $422k 13k 33.17
2023-09-30 $245k 9.3k 26.51
2023-06-30 $510k 16k 31.93

More positions owned by Lauer Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Morningstar Valu (ILCV)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Ishares Biotech (IBB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Lauer Wealth

Top funds holding Citizens Financial

BlackRock
Vanguard Group
Amundi
Hotchkis and Wiley Capital Management
Hanna Zanoni
Morgan Stanley
Geode Capital Management
Charles Schwab Investment Management
LSV Asset Management
Wellington Management Company
FMR
Royal Bank of Canada
Millennium Management
Bank of America Corporation
Jpmorgan Chase & Co

View all funds holding Citizens Financial