Williams Jones Wealth Management, Llc. FT UT10035DIGR22RM Transaction History

Williams Jones Wealth Management, Llc.

  • $7.73 Billion
  • Q1 2024
Number of Shares
23,131
Previous 22,973 0.69%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
N/A
158 Added 0.69%
23,131 $0
Q4 2023

Feb 14, 2024
BUY
N/A
23 Added 0.1%
22,973 $0
Q3 2023

Nov 14, 2023
BUY
N/A
135 Added 0.59%
22,950 $0
Q2 2023

Aug 14, 2023
BUY
N/A
134 Added 0.59%
22,815 $0
Q1 2023

May 15, 2023
BUY
N/A
123 Added 0.55%
22,681 $0
Q4 2022

Feb 14, 2023
BUY
N/A
138 Added 0.62%
22,558 $0
Q3 2022

Nov 14, 2022
BUY
N/A
22,420 New
22,420 $189,000
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