Citigroup shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in Citigroup
Tip: Access up to 7 years of quarterly data
All positions including Citigroup held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Citigroup by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $753k | 4.9k | 153.62 |
| 2025-03-31 | $537k | 7.6k | 70.99 |
| 2024-12-31 | $625k | 8.9k | 70.39 |
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