A detailed history of Cassaday & CO Wealth Management LLC transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 922 shares of WTW stock, worth $289,876. This represents 0.01% of its overall portfolio holdings.

Number of Shares
922
Previous 924 0.22%
Holding current value
$289,876
Previous $242,000 11.98%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$257.34 - $294.53 $514 - $589
-2 Reduced 0.22%
922 $271,000
Q2 2024

Jul 30, 2024

SELL
$249.68 - $273.44 $249 - $273
-1 Reduced 0.11%
924 $242,000
Q1 2024

May 08, 2024

SELL
$238.87 - $277.57 $2,866 - $3,330
-12 Reduced 1.28%
925 $254,000
Q4 2023

Feb 09, 2024

BUY
$203.53 - $247.6 $190,707 - $232,001
937 New
937 $226,000
Q2 2023

Aug 07, 2023

BUY
$218.85 - $241.49 $201,779 - $222,653
922 New
922 $217,000

Others Institutions Holding WTW

About WILLIS TOWERS WATSON PLC


  • Ticker WTW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 108,238,000
  • Market Cap $34B
  • Description
  • Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. It operates through two segments, Health, Wealth and Career; and Risk and Broking. The company offers actuarial support, plan design, and administrative services for traditional pension and retirement savings plans; plan management cons...
More about WTW
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.