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

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025
Number of Shares
52,392
Previous 78,342 33.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-25,950 Reduced 33.12%
52,392 $0
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email