Number of Shares
85,000.00
Current Holdings Value*
$28.73 Mil
% of Portfolio
4.15%
Total Estimate Gain
$8.40 Mil
% of Total Estimate Gain
26.62%

Clarkston Founders Fund's Willis Towers Watson PLC Holding Summary

As of 2025-03-31, ALPS Series Trust held 85,000.00 shares of Willis Towers Watson PLC(WTW), totaling $28.73 Mil. This investment constitutes 4.15% of their stock portfolio, and ALPS Series Trust now holds 0.09% of the outstanding Willis Towers Watson PLC(WTW) stock.

The initial trade took place in 2020Q1. And since then Clarkston Founders Fund has made 6 purchases of WTW, at an average price of $217.72, for a total of 145,000.00 shares. In addition, there have been 2 sales at an average price of $229.48 for 60,000.00 shares. Based on historical transaction data and WTW's current price of $308.28, Clarkston Founders Fund's estimated gain on his WTW holdings is $8.40 Mil, reflecting a 26.62% gain to date.

Clarkston Founders Fund WTW ($308.28) Holding Chart

Clarkston Founders Fund WTW ($308.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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