A detailed history of Sendero Wealth Management, LLC transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 15,407 shares of WTW stock, worth $4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
15,407
Previous 15,097 2.05%
Holding current value
$4 Million
Previous $3.64 Million 16.34%
% of portfolio
0.75%
Previous 0.69%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$238.87 - $277.57 $74,049 - $86,046
310 Added 2.05%
15,407 $4.24 Million
Q4 2023

Jan 17, 2024

SELL
$203.53 - $247.6 $52,714 - $64,128
-259 Reduced 1.69%
15,097 $3.64 Million
Q3 2023

Oct 10, 2023

BUY
$196.4 - $235.08 $503,962 - $603,215
2,566 Added 20.06%
15,356 $3.21 Million
Q2 2023

Jul 20, 2023

BUY
$218.85 - $241.49 $567,478 - $626,183
2,593 Added 25.43%
12,790 $3.01 Million
Q1 2023

Apr 27, 2023

BUY
$219.72 - $257.18 $241,911 - $283,155
1,101 Added 12.1%
10,197 $2.37 Million
Q4 2022

Feb 01, 2023

BUY
$212.07 - $247.56 $778,084 - $908,297
3,669 Added 67.61%
9,096 $2.22 Million
Q3 2022

Oct 27, 2022

BUY
$191.64 - $220.77 $1.04 Million - $1.2 Million
5,427 New
5,427 $1.09 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 $28.1B
  • 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 Sendero Wealth Management, LLC Portfolio

Follow Sendero 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 Sendero Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sendero Wealth Management, LLC with notifications on news.