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Williams Companies shares owned by Defined Wealth Management

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Defined Wealth Management from 13F filings

Historical chart of Defined Wealth Management investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $403k 8.8k 45.65
2024-06-30 $369k 8.7k 42.50
2024-03-31 $336k 8.6k 38.97

More positions owned by Defined Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Core Msci Emkt (IEMG)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Defined Wealth Management

Top funds holding Williams Companies

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

View all funds holding Williams Companies