WealthPLAN Partners, LLC - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 172 filers reported holding CION INVT CORP in Q4 2022. The put-call ratio across all filers is 0.29 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 Q4 2022
NameSharesValueWeighting ↓
Kalos Management, Inc. 232,864$3,434,0002.35%
Bulldog Investors, LLP 394,414$5,837,0001.50%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 723,957$10,715,0000.61%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 98,641$1,460,0000.29%
Endowment Wealth Management, Inc. 17,555$260,0000.27%
Berger Financial Group, Inc 139,714$2,068,0000.26%
National Wealth Management Group, LLC 13,097$193,8390.19%
SWMG, LLC 19,374$287,0000.16%
WealthPlan Investment Management, LLC 201,893$2,261,0000.16%
WealthPLAN Partners, LLC 201,893$2,261,0000.16%
View complete list of CION INVT CORP shareholders