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Citigroup shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $34k 400 85.12
2025-03-31 $28k 400 70.99

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel 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
Susquehanna International
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Massachusetts Financial Services
Ameriprise Financial

View all funds holding Citigroup