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BT Wealth Management LLC

SEC CIK
0001767863
Latest filing
Jul 26, 2022

C holding history

Citigroup Inc in every 13F filed by BT Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2022 holdings

Shares (Q2 2022)
5,697
Value
$262.0K
% of portfolio
0.1%
Quarters held
3
Since Q4 2021
Holdings of C by BT Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20225,697$262.0K0.1%−513−8.3%ReducedHolders
Q1 20226,210$332.0K0.1%00.0%UnchangedHolders
Q4 20216,210$375.0K0.1%+6,210NewHolders