Legacy Financial Strategies »

Williams Companies shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams Companies by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 6.8k 45.65

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cintas Corporation (CTAS)
Brown & Brown (BRO)

View all positions for Legacy Financial Strategies

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