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Citigroup shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $352k 5.0k 70.39
2024-09-30 $307k 4.9k 62.60
2024-06-30 $235k 3.7k 63.46

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Juncture Wealth Strategies

Top funds holding Citigroup

Vanguard Group
BlackRock
State Street Corporation
Berkshire Hathaway
Susquehanna International
Geode Capital Management
T. Rowe Price Associates
Franklin Resources
Bank of America Corporation
Citadel Advisors
Fisher Investments
FMR
Bank of New York Mellon
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Citigroup