Independent Solutions Wealth Management, LLC Citigroup Inc Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	BUY	$40.22 - $47.88 $267,985 - $319,024	6,663 New	6,663 $274 Million
Q4 2021 Dec 19, 2024	SELL	$58.28 - $72.53 $258,879 - $322,178	-4,442 Closed	0 $0
Q3 2021 Dec 19, 2024	BUY	$65.08 - $74.3 $2,668 - $3,046	41 Added 0.93%	4,442 $312 Million
Q2 2021 Dec 19, 2024	BUY	$67.61 - $79.86 $297,551 - $351,463	4,401 New	4,401 $311 Million

Others Institutions Holding C

# of Institutions

2,064

Shares Held

1.35B

Call Options Held

73.3M

Put Options Held

83.8M

Vanguard Group Inc Valley Forge, PA

168M
Shares

$13.7 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

160M
Shares

$13 Billion
0.23% of portfolio
State Street Corp Boston, MA

81.7M
Shares

$6.66 Billion
0.21% of portfolio
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

55.2M
Shares

$4.5 Billion
1.32% of portfolio
Geode Capital Management, LLC Boston, MA

39.9M
Shares

$3.25 Billion
0.21% of portfolio

View Full List

About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $158B
Description
Citigroup Inc., a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates in two segments, Global Consumer Banking (GCB) and Institutional Clients Grou...

More about C

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