Wealth Preservation Advisors, LLC Citizens Financial Group Inc Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
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 200 shares of CFG stock, worth $10,338. This represents 0.01% of its overall portfolio holdings.
Number of Shares
200
Previous 300
33.33%
Holding current value
$10,338
Previous $13.4 Million
20.8%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CFG
# of Institutions
989Shares Held
415MCall Options Held
2.26MPut Options Held
2.56M-
Black Rock Inc. New York, NY55.4MShares$2.86 Billion0.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA51.2MShares$2.65 Billion0.04% of portfolio
-
Capital World Investors Los Angeles, CA37.3MShares$1.93 Billion0.28% of portfolio
-
Invesco Ltd. Atlanta, GA24.1MShares$1.24 Billion0.21% of portfolio
-
State Street Corp Boston, MA23MShares$1.19 Billion0.04% of portfolio
About CITIZENS FINANCIAL GROUP INC
- Ticker CFG
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 495,844,000
- Market Cap $25.6B
- 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...