Wealth Enhancement Advisory Services, LLC Citizens Financial Group Inc Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Citizens Financial Group Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 254,058 shares of CFG stock, worth $9.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

254,058

Previous 258,623 1.77%

Holding current value

$9.01 Million

Previous $11.3 Million 8.03%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$39.73 - $48.36 $181,367 - $220,763	-4,565 Reduced 1.77%	254,058 $10.4 Million
Q4 2024 Mar 17, 2025	BUY	$39.92 - $48.46 $6.14 Million - $7.45 Million	153,730 Added 146.56%	258,623 $11.3 Million
Q4 2024 Jan 10, 2025	BUY	$39.92 - $48.46 $26,906 - $32,662	674 Added 0.65%	104,893 $4.59 Million
Q3 2024 Oct 23, 2024	BUY	$35.24 - $43.24 $956,836 - $1.17 Million	27,152 Added 35.23%	104,219 $4.28 Million
Q2 2024 Jul 16, 2024	BUY	$32.41 - $37.16 $106,790 - $122,442	3,295 Added 4.47%	77,067 $2.78 Million
Q1 2024 Apr 15, 2024	SELL	$30.43 - $36.29 $4,807 - $5,733	-158 Reduced 0.21%	73,772 $2.68 Million
Q4 2023 Jan 30, 2024	SELL	$22.87 - $33.64 $59,965 - $88,204	-2,622 Reduced 3.43%	73,930 $2.45 Million
Q3 2023 Nov 13, 2023	BUY	$25.76 - $32.44 $1.97 Million - $2.48 Million	76,552 New	76,552 $2.05 Million
Q3 2021 Nov 03, 2021	SELL	$41.2 - $47.99 $4.45 Million - $5.18 Million	-107,919 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$42.71 - $50.74 $4.29 Million - $5.1 Million	100,484 Added 1351.5%	107,919 $4.84 Million
Q2 2020 Aug 10, 2020	BUY	$16.94 - $30.41 $125,948 - $226,098	7,435 New	7,435 $3.52 Million
Q1 2020 May 01, 2020	SELL	$15.32 - $40.87 $906,622 - $2.42 Million	-59,179 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$32.58 - $40.75 $1.93 Million - $2.41 Million	59,179 New	59,179 $2.4 Million
Q2 2019 Aug 02, 2019	SELL	$32.58 - $36.8 $1.2 Million - $1.35 Million	-36,819 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	$30.37 - $37.66 $119,900 - $148,681	-3,948 Reduced 9.68%	36,819 $1.33 Million
Q4 2018 Feb 04, 2019	BUY	$27.94 - $39.23 $1.14 Million - $1.6 Million	40,767 New	40,767 $1.44 Million
Q2 2018 Jul 30, 2018	SELL	$38.9 - $43.24 $2.71 Million - $3.01 Million	-69,615 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	$41.27 - $47.87 $2.87 Million - $3.33 Million	69,615 New	69,615 $3.01 Million

Others Institutions Holding CFG

# of Institutions

917

Shares Held

407M

Call Options Held

2.8M

Put Options Held

1.79M

View Full List

About CITIZENS FINANCIAL GROUP INC

Ticker CFG
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 495,844,000
Market Cap $17.6B
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...

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Wealth Enhancement Advisory Services, LLC Citizens Financial Group Inc Transaction History