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Williams Companies shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Williams Companies

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All positions including Williams Companies held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 104k 45.65
2024-06-30 $4.1M 95k 42.50
2021-09-30 $0 8 0.00

More positions owned by Consolidated Planning Corp

T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Ishares 25+ Yr T (GOVZ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Mmentm (MTUM)
Caterpillar (CAT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Consolidated Planning Corp

Top funds holding Williams Companies

Vanguard Group
BlackRock
State Street Corporation
Bank of America Corporation
Dodge & Cox
Wellington Management Company
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Royal Bank of Canada
UBS Group
Blackstone Group
Northern Trust

View all funds holding Williams Companies