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Citigroup shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 1.8k 116.69
2025-06-30 $294k 3.5k 85.12
2021-12-31 $180k 3.0k 60.22

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv (AAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Global 100 Etf (IOO)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Chubb (CB)

View all positions for Amplius Wealth Advisors

Top funds holding Citigroup

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Geode Capital Management
Franklin Resources
Fisher Investments
FMR
Susquehanna International
Norges Bank Investment Management
Bank of New York Mellon
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Massachusetts Financial Services

View all funds holding Citigroup