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Citizens Financial shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Citizens Financial

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

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Quarterly reported holdings in Citizens Financial by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $107k 2.6k 41.07

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for True Wealth Design

Top funds holding Citizens Financial

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

View all funds holding Citizens Financial