Walled Lake Planning & Wealth Management, LLC Citigroup Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$58.28 - $72.53 $11,656 - $14,506	-200 Closed	0 $0
Q4 2019 May 15, 2020	BUY	$66.26 - $79.89 $13,252 - $15,978	200 New	200 $16,000

Others Institutions Holding C

# of Institutions

2,028

Shares Held

1.36B

Call Options Held

73.2M

Put Options Held

83.7M

Vanguard Group Inc Valley Forge, PA

168M
Shares

$11.6 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

160M
Shares

$11 Billion
0.23% of portfolio
State Street Corp Boston, MA

81.7M
Shares

$5.63 Billion
0.21% of portfolio
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

55.2M
Shares

$3.81 Billion
1.32% of portfolio
Geode Capital Management, LLC Boston, MA

39.9M
Shares

$2.75 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 $134B
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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