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Citigroup shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Citigroup (C) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Citigroup

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All positions including Citigroup held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3k 20 62.60
2024-06-30 $1.3k 20 64.90
2022-06-30 $2.0k 52 38.46

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares National Muni Bond Etf Etf (MUB)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Avantis International Small Cap Value Etf Etf (AVDV)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)

View all positions for Morton Brown Family Wealth

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