A detailed history of True Wealth Design, LLC transactions in Citigroup Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 2,409 shares of C stock, worth $236,684. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,409
Previous 2,189 10.05%
Holding current value
$236,684
Previous $186 Million 31.22%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$85.57 - $103.49 $18,825 - $22,767
220 Added 10.05%
2,409 $245 Million
Q2 2025

Aug 06, 2025

BUY
$58.13 - $85.12 $36,738 - $53,795
632 Added 40.59%
2,189 $186 Million
Q1 2025

May 13, 2025

BUY
$67.23 - $84.63 $24,337 - $30,636
362 Added 30.29%
1,557 $111 Million
Q4 2024

Feb 14, 2025

BUY
$61.31 - $72.5 $7,295 - $8,627
119 Added 11.06%
1,195 $84.1 Million
Q3 2024

Nov 14, 2024

BUY
$56.11 - $67.61 $60,374 - $72,748
1,076 New
1,076 $67.4 Million
Q4 2023

Feb 14, 2024

BUY
$38.24 - $51.52 $1,491 - $2,009
39 New
39 $2.01 Million
Q1 2023

May 12, 2023

BUY
$43.11 - $52.35 $301 - $366
7 New
7 $329,000

Others Institutions Holding C

About CITIGROUP INC


  • Ticker C
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,936,710,016
  • Market Cap $190B
  • 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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