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Cion Invt Corp shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Cion Invt Corp (CION) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Cion Invt Corp

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All positions including Cion Invt Corp held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cion Invt Corp by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $193k 16k 11.90
2024-06-30 $248k 21k 12.12
2024-03-31 $224k 20k 11.00
2023-12-31 $229k 20k 11.31
2023-09-30 $116k 11k 10.57
2023-06-30 $114k 11k 10.38
2023-03-31 $108k 11k 9.87
2022-12-31 $107k 11k 9.75
2022-09-30 $111k 13k 8.47

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Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Cion Invt Corp

Van Eck Associates Corp.
Morgan Stanley
Brooklyn Capital Management
LPL Financial
Cambridge Investment Research Advisors
International Assets Investment Management
Pinkerton Retirement Specialists
Private Advisor
Callodine Capital Management
Two Sigma Advisers
Acadian Asset Management
Renaissance Technologies
Hennion & Walsh Asset Management
Cetera Investment Advisers
Two Sigma Investments

View all funds holding Cion Invt Corp