Williams Jones Wealth Management, LLC.'s ownership history for IWF

Williams Jones Wealth Management, LLC. currently holds 1.1K shares with a market value of $466.5K. It started holding IWF on 2024-12-31. At its peak, it held 1.2K shares on 2024-12-31. Its highest holding value was $469.8K on 2024-12-31. At its lowest, it held 685 shares on 2025-06-30, with a value of $249.2K on 2025-03-31. In the recent 180 days, Williams Jones Wealth Management, LLC. has increased its shares by 409. In the recent year, Williams Jones Wealth Management, LLC. has increased its shares by 404.