Avantra Family Wealth’s Willis Towers Watson WTW Stock Holding History

Avantra Family Wealth’s Portfolio WTW Stock Details WTW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$488K	Buy
2025 Q3	$498K	Buy
2025 Q2	$436K	Buy
2025 Q1	$471K	Sell
2024 Q4	$442K	Buy