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

Williams Jones Wealth Management, LLC. currently holds 36.7K shares with a market value of $23.9M. It started holding SPY on 2024-12-31. At its peak, it held 43.1K shares on 2024-12-31. Its highest holding value was $25.3M on 2024-12-31. At its lowest, it held 36.4K shares on 2025-12-31, with a value of $22.4M on 2025-03-31. In the recent 180 days, Williams Jones Wealth Management, LLC. has decreased its shares by 461. In the recent year, Williams Jones Wealth Management, LLC. has decreased its shares by 3.3K.