Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLIAMS JONES WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 548 | 7,140,870,554 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J & J SNACK FOODS CORP COM | CS | 501 | $355,841 | 2,129 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SLM CORP COM | CS | 502 | $353,471 | 18,487 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CAPITAL ONE FINANCIAL CORP | CS | 503 | $350,090 | 2,670 | 0.00 | 2,670 | +Inf | 12-31-2023 | |
| AEROVIRONMENT INC | CS | 504 | $347,240 | 2,755 | 0.00 | 2,755 | +Inf | 12-31-2023 |
