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Citigroup shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $127k 2.5k 51.44
2023-09-30 $288 7 41.14
2022-12-31 $226 5 45.20

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Citigroup

Vanguard Group
Berkshire Hathaway
Citadel Advisors
Bank of New York Mellon
Fisher Investments
Bank of America Corporation
D. E. Shaw & Co
Massachusetts Financial Services
Goldman Sachs Group
Hotchkis and Wiley Capital Management
Royal Bank of Canada
Norges Bank Investment Management
Pzena Investment Management
Arrowstreet Capital, Limited Partnership
Legal & General Group

View all funds holding Citigroup