CITIZENS PRIVATE WEALTH, LLC current holdings: USA Funds
CITIZENS PRIVATE WEALTH, LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 2 positions, in its Form 13F for the quarter ended 2018-12-31; the largest are FEDERAL REALTY INVT TR, APARTMENT INVT & MGMT CO.
- FEDERAL REALTY INVT TR: Country of operation —; Class SH BEN INT NEW; Shares 55; Value $7,000.
- APARTMENT INVT & MGMT CO: Country of operation —; Class CL A; Shares 89; Value $4,000.
Form 13F-HR as filed (SEC CIK 1766347): quarter ended 2018-12-31, filed 2019-02-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|---|---|---|---|---|---|
| FEDERAL REALTY INVT TR CUSIP 313747206 | SH BEN INT NEW | 55 | $7,000 | 2018-12-31 | 2019-02-15 | |
| APARTMENT INVT & MGMT CO CUSIP 03748R101 | CL A | 89 | $4,000 | 2018-12-31 | 2019-02-15 |
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