Williams Jones Wealth Management, LLC.
Holdings in ATR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,643,228 | 603,831 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $84,721,326 | 633,857 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $105,405,662 | 673,820 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $100,618,554 | 678,114 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $107,273,692 | 682,837 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $111,917,544 | 698,655 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $99,523,380 | 706,792 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $102,677,601 | 713,584 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $88,834,568 | 718,610 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $90,391,791 | 722,903 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $74,891,788 | 646,399 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $76,466,211 | 646,977 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $72,579,211 | 659,931 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $66,544,377 | 700,246 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $76,135,746 | 737,678 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $90,355,385 | 768,982 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $98,452,486 | 803,825 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $100,587,344 | 842,793 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $116,641,434 | 828,184 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $113,567,630 | 801,635 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $102,150,329 | 746,222 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $81,537,960 | 720,300 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $79,537,266 | 710,281 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $67,736,571 | 680,496 | Shares | Sole | 2020-05-15 |