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Williams Companies shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $325k 7.7k 42.50

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Tyson Foods Cl A (TSN)
Apple (AAPL)
Ishares Tr Msci India Etf (INDA)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for New Wave Wealth Advisors

Top funds holding Williams Companies

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

View all funds holding Williams Companies