Williams Jones Wealth Management, LLC.

CIK
0001788587
City
New York
State / Country
NY

Holdings in CTAS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $69,463,842 369,351
2025-09-30 $76,833,333 374,322
2025-06-30 $84,096,205 377,333
2025-03-31 $78,186,694 380,415
2024-12-31 $69,870,509 382,433
2024-09-30 $79,244,447 384,906
2024-06-30 $17,031,023 97,284
2024-03-31 $16,719,046 97,341
2023-12-31 $14,516,120 96,347
2023-09-30 $11,474,373 95,419
2023-06-30 $11,138,568 89,632
2023-03-31 $9,883,538 85,446
2022-12-31 $9,618,376 85,190
2022-09-30 $8,404,313 86,600
2022-06-30 $8,130,534 87,067
2022-03-31 $14,759,437 138,785
2021-12-31 $10,111,034 91,261
2021-09-30 $8,181,620 85,973
2021-06-30 $7,485,576 78,383
2021-03-31 $1,379,745 16,170
2020-12-31 $985,093 11,148
2020-09-30 $925,517 11,123
2020-06-30 $740,680 11,123
2020-03-31 $480,339 11,092