Number of Shares
11,680
Previous 11,711 0.26%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
N/A
-31 Reduced 0.26%
11,680 $0
Q3 2024

Nov 14, 2024

BUY
N/A
761 Added 6.95%
11,711 $0
Q2 2024

Aug 05, 2024

BUY
N/A
10,950 New
10,950 $0
Track This Portfolio

Track Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.