Cassaday & Co Wealth Management »

Citigroup shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Cassaday & Co Wealth Management 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 Citigroup by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $279k 5.4k 51.44
2023-09-30 $243k 5.9k 41.13
2023-06-30 $267k 5.8k 46.04
2023-03-31 $285k 6.1k 46.89
2022-12-31 $270k 6.0k 45.23

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Citigroup

Vanguard Group
Berkshire Hathaway
Citadel Advisors
Bank of New York Mellon
Fisher Investments
Bank of America Corporation
D. E. Shaw & Co
Massachusetts Financial Services
Goldman Sachs Group
Hotchkis and Wiley Capital Management
Royal Bank of Canada
Norges Bank Investment Management
Pzena Investment Management
Arrowstreet Capital, Limited Partnership
Legal & General Group

View all funds holding Citigroup