Citigroup Inc Investment Managers Ser Tr Ii Transaction History

Citigroup Inc

$190 Billion
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$34.05 - $36.52 $306 - $328	9 New	9 $0
Q2 2023 Aug 10, 2023	BUY	$28.32 - $31.27 $254 - $281	9 New	9 $0
Q4 2022 Feb 09, 2023	BUY	$24.66 - $29.04 $1,504 - $1,771	61 New	61 $1,000

Others Institutions Holding CHGX

# of Institutions

35

Shares Held

1.09M

Call Options Held

0

Put Options Held

0

Wcg Wealth Advisors LLC Las Vegas, NV

235K
Shares

$6.21 Million
0.71% of portfolio
Colorado Capital Management, Inc.

180K
Shares

$4.75 Million
2.01% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$3.52 Million
0.13% of portfolio
Natural Investments, LLC

90.5K
Shares

$2.39 Million
0.94% of portfolio
Commonwealth Equity Services, LLC

69.1K
Shares

$1.83 Million
0.0% of portfolio

About INVESTMENT MANAGERS SER TR II

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