Citigroup shares owned by Legacy Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by Legacy Wealth Advisors
from 13F filings
Historical chart of Legacy Wealth Advisors investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Legacy Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by Legacy Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $289k | 2.1k | 139.96 |