WealthPLAN Partners, LLC - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 130 filers reported holding CION INVT CORP in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of CION INVT CORP
ValueSharesWeighting
Q4 2023$5,811,123
+17.4%
513,804
+9.8%
0.60%
+3.8%
Q3 2023$4,948,050
+8.9%
468,122
+7.0%
0.58%
-10.6%
Q2 2023$4,542,662
+13.2%
437,636
+7.7%
0.64%
+41.0%
Q1 2023$4,012,125
-7.3%
406,497
+3.2%
0.46%
+51.0%
Q4 2022$4,326,592
+91.4%
394,043
+95.2%
0.30%
+92.4%
Q1 2022$2,261,000
+86.6%
201,893
+108.3%
0.16%
+96.2%
Q4 2021$1,212,00096,9380.08%
Other shareholders
CION INVT CORP shareholders Q2 2022
NameSharesValueWeighting ↓
Bulldog Investors, LLP 960,314$9,478,2993.05%
Pinkerton Retirement Specialists, LLC 800,767$7,903,5741.48%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,656,266$16,347,3471.05%
FirstPurpose Wealth LLC 212,354$2,095,9381.03%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 289,584$2,858,1970.56%
Endowment Wealth Management, Inc. 53,945$532,4400.54%
Paradigm Financial Partners, LLC 194,029$1,915,0660.52%
Berger Financial Group, Inc 399,320$3,941,2890.47%
WealthPLAN Partners, LLC 406,497$4,012,1250.46%
Arkadios Wealth Advisors 330,258$3,259,6420.39%
View complete list of CION INVT CORP shareholders