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Williams-Sonoma shares owned by Planned Solutions

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Planned Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $97k 480 201.78

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Invesco S&p 500 Garp Etf Etf (SPGP)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Illinois Tool Wks Stock (ITW)
Schwab U.s. Small-cap Etf Etf (SCHA)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Msci Global Energy Producers Etf Etf (FILL)

View all positions for Planned Solutions

Top funds holding Williams-Sonoma

Vanguard Group
Blackhill Capital
Charles Schwab Investment Management
Dimensional Fund Advisors
Citadel Advisors
Bank of New York Mellon
Norges Bank Investment Management
Barclays
Pacer Advisors
Principal Financial Group
Captrust Financial Advisors
Alliancebernstein
Henderson Group
Millennium Management
Btim

View all funds holding Williams-Sonoma