Williams Financial, LLC Reduced Holdings in Q3 2024

Williams Financial, LLC

  • $160 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-999
- 9.82%
$22.51 - $23.92 $22.5K - $23.9K
9.17K $218K
EUSB
Ishares Tr Esg Advanced Total

Technology
-486
- 8.45%
$42.09 - $44.64 $20.5K - $21.7K
5.27K $233K
AMZN
Amazon Com Inc

Consumer Cyclical
-13
- 1.17%
$161.02 - $200.0 $2.09K - $2.6K
1.09K $203K
XOM
Exxon Mobil Corp

Energy
-92
- 1.51%
$109.72 - $119.0 $10.1K - $10.9K
5.99K $702K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-52
- 1.2%
$46.9 - $51.96 $2.44K - $2.7K
4.27K $220K
CVS
Cvs Health Corp

Healthcare
-45
- 0.67%
$55.81 - $63.18 $2.51K - $2.84K
6.66K $418K
Activity Summary
Buys All Purchases 10 New Holdings 1 Increased Positions 9 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Williams Financial, LLC Portfolio

Follow Williams Financial, 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 Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email