Williams Jones Wealth Management, Llc. Vanguard Industrial ETF Transaction History
Williams Jones Wealth Management, Llc.
- $8.14 Billion
- Q4 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,647 shares of VIS stock, worth $938,154. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,647
Previous 1,650
121.03%
Holding current value
$938,154
Previous $429,000
116.08%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding VIS
# of Institutions
538Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.19 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.07 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$226 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$186 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$161 Million7.13% of portfolio