Williams Jones Wealth Management, Llc. Options Holdings
Williams Jones Wealth Management, Llc.
- $7.73 Billion
- Q1 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 552
- Current Value $7.73 Billion
- Prior Value $7.03 Billion
- Filing
- Period Q1 2024
- Filing Date May 07, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 38 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 217 stocks