A detailed history of Wr Wealth Planners, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 253 shares of CFG stock, worth $11,759. This represents 0.0% of its overall portfolio holdings.

Number of Shares
253
Previous 177 42.94%
Holding current value
$11,759
Previous $6,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$35.24 - $43.24 $2,678 - $3,286
76 Added 42.94%
253 $10,000
Q2 2024

Jul 31, 2024

BUY
$32.41 - $37.16 $2,236 - $2,564
69 Added 63.89%
177 $6,000
Q1 2024

Jul 31, 2024

BUY
$30.43 - $36.29 $3,286 - $3,919
108 New
108 $3,000
Q3 2023

Aug 01, 2024

SELL
$25.76 - $32.44 $3,091 - $3,892
-120 Closed
0 $0
Q2 2023

Aug 01, 2024

SELL
$24.8 - $30.94 $1,413 - $1,763
-57 Reduced 32.2%
120 $3.13 Million
Q1 2023

Aug 01, 2024

SELL
$29.89 - $44.46 $836 - $1,244
-28 Reduced 15.82%
149 $4.53 Million

Others Institutions Holding CFG

About CITIZENS FINANCIAL GROUP INC


  • Ticker CFG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 495,844,000
  • Market Cap $23B
  • Description
  • Citizens Financial Group, Inc. operates as the bank holding company for Citizens Bank, National Association that provides retail and commercial banking products and services to individuals, small businesses, middle-market companies, corporations, and institutions in the United States. The company operates in two segments, Consumer Banking and Co...
More about CFG
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.