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Citizens Financial shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Citizens Financial (CFG) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Citizens Financial

Tip: Access up to 7 years of quarterly data

All positions including Citizens Financial held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citizens Financial by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $54k 1.2k 46.42

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NeoVo (NEOV)
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Simplify Exchange Traded Fun Volatility Prem (SVOL)
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Devon Energy Corporation (DVN)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Uscf Etf Tr Gold Strategy (USG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Legacy Wealth Managment

Top funds holding Citizens Financial

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Invesco
Amundi
Geode Capital Management
Morgan Stanley
Wellington Management Company
Hanna Zanoni
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
Royal Bank of Canada
AQR Capital Management
LSV Asset Management

View all funds holding Citizens Financial