Williams Jones Wealth Management, Llc. BLACKROCK ETF TRUST II FLEXIBL Transaction History

Williams Jones Wealth Management, Llc.

  • $7.7 Billion
  • Q1 2025
Number of Shares
78,342
Previous 63,966 22.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
14,376 Added 22.47%
78,342 $0
Q4 2024

Feb 14, 2025
BUY
N/A
6,104 Added 10.55%
63,966 $0
Q3 2024

Nov 14, 2024
BUY
N/A
18,771 Added 48.02%
57,862 $0
Q2 2024

Aug 05, 2024
BUY
N/A
13,739 Added 54.19%
39,091 $0
Q1 2024

May 07, 2024
BUY
N/A
25,352 New
25,352 $0
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