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Citigroup shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Citigroup

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

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Quarterly reported holdings in Citigroup by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 30k 63.24
2023-12-31 $1.7M 33k 51.44

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View all positions for Kingswood Wealth Advisors

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