A detailed history of True Wealth Design, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 2,890 shares of CFG stock, worth $125,252. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,890
Previous 2,615 10.52%
Holding current value
$125,252
Previous $107 Million 17.75%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$39.92 - $48.46 $10,978 - $13,326
275 Added 10.52%
2,890 $126 Million
Q3 2024

Nov 14, 2024

BUY
$35.24 - $43.24 $92,152 - $113,072
2,615 New
2,615 $107 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 $21.5B
  • 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
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