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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
2024-03-31 $336k 8.6k 38.97

More positions owned by Defined Wealth Management

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

View all positions for Defined Wealth Management

Top funds holding Williams Companies

Vanguard Group
Bank of America Corporation
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Royal Bank of Canada
Franklin Resources
Legal & General Group
UBS Group
Tortoise Capital Advisors
Neuberger Berman Group
Wellington Management Company
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Williams Companies