A detailed history of Ep Wealth Advisors, LLC transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,637 shares of WTW stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,637
Previous 1,262 267.43%
Holding current value
$1.45 Million
Previous $330,000 313.64%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$257.34 - $294.53 $868,522 - $994,038
3,375 Added 267.43%
4,637 $1.37 Million
Q2 2024

Aug 19, 2024

BUY
$249.68 - $273.44 $75,153 - $82,305
301 Added 31.32%
1,262 $330,000
Q1 2024

May 14, 2024

SELL
$238.87 - $277.57 $8,121 - $9,437
-34 Reduced 3.42%
961 $264,000
Q4 2023

Feb 28, 2024

BUY
$203.53 - $247.6 $814 - $990
4 Added 0.4%
995 $239,000
Q3 2023

Nov 22, 2023

SELL
$196.4 - $235.08 $36.1 Million - $43.2 Million
-183,572 Reduced 99.46%
991 $207,000
Q2 2023

Aug 14, 2023

BUY
$218.85 - $241.49 $40.4 Million - $44.6 Million
184,563 New
184,563 $43.5 Million

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 $33.8B
  • 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
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