WealthPlan Investment Management, LLC - CION INVT CORP ownership

CION INVT CORP's ticker is and the CUSIP is 17259U204. A total of 2 filers reported holding CION INVT CORP in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of CION INVT CORP
ValueSharesWeighting
Q4 2023$130,269
+331.7%
11,518
+296.2%
0.02%
+133.3%
Q2 2023$30,175
+5.2%
2,9070.0%0.01%
+80.0%
Q1 2023$28,692
-99.3%
2,907
-99.3%
0.01%
-98.4%
Q4 2022$4,369,937
+14.7%
394,043
+3.7%
0.30%
+9.7%
Q3 2022$3,811,000
+68.6%
379,946
+88.2%
0.28%
+77.1%
Q1 2022$2,261,000201,8930.16%
Other shareholders
CION INVT CORP shareholders Q4 2023
NameSharesValueWeighting ↓
Bulldog Investors, LLP 960,314$9,968,0593.30%
Pinkerton Retirement Specialists, LLC 797,319$8,276,1761.64%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,624,520$16,862,5141.03%
FirstPurpose Wealth LLC 205,011$2,128,0180.91%
WealthPLAN Partners, LLC 437,636$4,542,6620.64%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 293,046$3,041,8170.54%
Paradigm Financial Partners, LLC 192,050$1,993,4790.54%
Callodine Capital Management, LP 177,646$1,843,9650.53%
Endowment Wealth Management, Inc. 55,233$573,3210.52%
Berger Financial Group, Inc 364,293$3,781,3630.43%
View complete list of CION INVT CORP shareholders