A detailed history of Wealth Preservation Advisors, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 250 shares of CFG stock, worth $10,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares
250
Holding current value
$10,397
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$39.73 - $48.36 $9,932 - $12,090
250 New
250 $10.2 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 $20.6B
  • 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 Wealth Preservation Advisors, LLC Portfolio

Follow Wealth Preservation Advisors, 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 Wealth Preservation Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.