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 |
|---|---|---|---|---|---|---|---|---|---|
| TELEFONICA SA ADR | CS | 801 | $44,370 | 11,377 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HARBOR DIVERSIFIED INC COM | CS | 802 | $40,800 | 20,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OLAPLEX HLDGS INC COM | CS | 803 | $38,608 | 15,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMARIN CORP PLC SPONS ADR NEW | CS | 804 | $33,452 | 38,450 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
