Invenio Wealth Partners »

Citigroup shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $564k 4.8k 116.69
2025-09-30 $489k 4.8k 101.50
2025-06-30 $347k 4.1k 85.12

More positions owned by Invenio Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree U.s. High Dividend Fund Etf (DHS)
Vanguard S&p 500 Etf Etf (VOO)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares Msci Intl Value Factor Etf Etf (IVLU)
Vanguard Core Bond Etf Etf (VCRB)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
State Street Spdr S&p 500 Etf Etf (SPY)
Nvidia Corporation Stock (NVDA)
Avantis Emerging Markets Equity Etf Etf (AVEM)

View all positions for Invenio Wealth Partners

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