A detailed history of Exencial Wealth Advisors, LLC transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 53,658 shares of WTW stock, worth $16.7 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
53,658
Previous 54,806 2.09%
Holding current value
$16.7 Million
Previous $14.4 Million 10.0%
% of portfolio
0.58%
Previous 0.55%

Shares

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

Oct 31, 2024

SELL
$257.34 - $294.53 $295,426 - $338,120
-1,148 Reduced 2.09%
53,658 $15.8 Million
Q2 2024

Aug 12, 2024

SELL
$249.68 - $273.44 $752,785 - $824,421
-3,015 Reduced 5.21%
54,806 $14.4 Million
Q1 2024

May 10, 2024

SELL
$238.87 - $277.57 $291,182 - $338,357
-1,219 Reduced 2.06%
57,821 $15.9 Million
Q4 2023

Feb 13, 2024

BUY
$203.53 - $247.6 $194,167 - $236,210
954 Added 1.64%
59,040 $14.2 Million
Q3 2023

Nov 08, 2023

BUY
$196.4 - $235.08 $4.22 Million - $5.05 Million
21,493 Added 58.74%
58,086 $12.1 Million
Q2 2023

Aug 10, 2023

BUY
$218.85 - $241.49 $122,774 - $135,475
561 Added 1.56%
36,593 $8.62 Million
Q1 2023

May 02, 2023

SELL
$219.72 - $257.18 $50,755 - $59,408
-231 Reduced 0.64%
36,032 $8.37 Million
Q4 2022

Feb 14, 2023

BUY
$201.05 - $247.56 $7.29 Million - $8.98 Million
36,263 New
36,263 $8.87 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 $33.6B
  • 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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