Institutional Owners for WLTW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BALENTINE LLC SHS Liquidated $0 0 0.00 0.00 -64 -3.01 03-31-2024
REGENTATLANTIC CAPITAL LLC SHS 652 $412,000 2,056 0.01 2,056 +Inf 09-30-2022
BLUESHIFT ASSET MANAGEMENT LLC SHS 653 $554,950 2,018 0.00 0.00 524 35.07 03-31-2024
DAYMARK WEALTH PARTNERS LLC SHS Liquidated $0 0 0.00 0.00 -154 -7.12 12-31-2023
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