Williams Jones Wealth Management, LLC.
Holdings in TR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $255,947 | 7,197 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $292,910 | 7,197 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $233,727 | 7,197 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $213,574 | 6,988 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $212,953 | 6,988 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $203,995 | 6,988 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $201,360 | 6,988 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $210,976 | 6,988 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $206,364 | 6,784 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $185,380 | 6,784 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $219,836 | 6,784 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $278,815 | 6,784 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $249,139 | 6,587 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $194,769 | 6,587 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $206,884 | 6,587 | Shares | Sole | 2022-08-15 |