Independent Advisor Alliance - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 165 filers reported holding CION INVT CORP in Q3 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of CION INVT CORP
ValueSharesWeighting
Q2 2023$107,351
+6.7%
10,342
+1.5%
0.01%0.0%
Q1 2023$100,565
+101480.8%
10,1890.0%0.01%
Q4 2022$99
-99.9%
10,189
-8.2%
0.00%
-100.0%
Q3 2022$94,00011,1020.01%
Other shareholders
CION INVT CORP shareholders Q3 2023
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