CIC Wealth, LLC

SEC CIK: 0001965909
Latest filing: Nov 8, 2024

SEC filings (opens in a new tab)

BNY holding history

Bank of New York Mellon Corp in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overview All 13F holders of BNY Full Q3 2024 holdings

Shares (Q3 2024): 2,831
Value: $203.4K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2022

Holdings of BNY by CIC Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	2,831	$203.4K	0.1%	+2,831	New	Holders
Q2 2023	0	$0	0.0%	−4,475−100.0%	Sold out	Holders
Q1 2023	4,475	$203.3K	0.1%	−996−18.2%	Reduced	Holders
Q4 2022	5,471	$249.0K	0.1%	–	No prior filing	Holders