Williams Jones Wealth Management, Llc. Options Holdings
Williams Jones Wealth Management, Llc.
- $8.19 Billion
- Q2 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 537
- Current Value $8.19 Billion
- Prior Value $7.7 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 32 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 210 stocks