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Citigroup shares owned by TrueWealth Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by TrueWealth Advisors from 13F filings

Historical chart of TrueWealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 5.5k 62.60
2024-06-30 $322k 5.1k 63.46
2024-03-31 $306k 4.8k 63.24
2023-12-31 $253k 4.9k 51.44

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Advisors

Top funds holding Citigroup

Vanguard Group
BlackRock
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
Bank of New York Mellon
Morgan Stanley
Royal Bank of Canada

View all funds holding Citigroup