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Citigroup shares owned by McGlone Suttner Wealth Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by McGlone Suttner Wealth Management from 13F filings

Historical chart of McGlone Suttner Wealth Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by McGlone Suttner Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by McGlone Suttner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 3.0k 101.51
2025-06-30 $257k 3.0k 85.11
2025-03-31 $246k 3.5k 71.00
2024-12-31 $212k 3.0k 70.38
2023-12-31 $136k 2.7k 51.43

More positions owned by McGlone Suttner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for McGlone Suttner Wealth Management

Top funds holding Citigroup

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

View all funds holding Citigroup