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

Avantra Family Wealth’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$436K Buy
1,421
+28
+2% +$8.58K 0.36% 84
2025
Q1 		$471K Sell
1,393
-17
-1% -$5.75K 0.45% 78
2024
Q4 		$442K Buy
+1,410
New +$442K 0.41% 92