Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLIAMS JONES WEALTH MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 552 | 7,856,303,609 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED FD | ETF | 451 | $458,690 | 9,040 | 0.00 | 9,040 | +Inf | 03-31-2024 | |
| CVS HEALTH CORPORATION | CS | 452 | $458,620 | 5,750 | 0.00 | 0.00 | 178 | 3.19 | 03-31-2024 |
| JPMORGAN TR II LARGE CAP GR S | MF | 453 | $451,116 | 6,462 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS GROWTH ETF | CS | 454 | $449,869 | 1,307 | 0.00 | 0.00 | -97 | -6.91 | 03-31-2024 |
