Institutional Owners for WLTW
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
NEW ENGLAND GUILD WEALTH ADVISORS INC EQUITY 801 $258,000 1,055 0.14 0.13 0 0.00 12-31-2022
ALPINE GLOBAL MANAGEMENT LLC SHS Liquidated $0 0 0.00 1,035 +Inf 03-31-2024
ACT TWO INVESTORS LLC SHS 803 $282,975 1,029 0.00 1,029 +Inf 03-31-2024
UNITED CAPITAL FINANCIAL ADVISORS LLC COMMON STOCK 804 $281,254 1,023 0.00 1,023 +Inf 03-31-2024
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