OPTIMUM SMALL-MID CAP VALUE FUND WTW Holdings History
OPTIMUM SMALL-MID CAP VALUE FUND's Willis Towers Watson PLC Holding Summary
As of 2025-03-31, OPTIMUM FUND TRUST held 32,136.00 shares of Willis Towers Watson PLC(WTW), totaling $10.86 Mil. This investment constitutes 1.74% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.03% of the outstanding Willis Towers Watson PLC(WTW) stock.
The initial trade took place in 2024Q4. And since then OPTIMUM SMALL-MID CAP VALUE FUND has made 2 purchases of WTW, at an average price of $311.89, for a total of 32,136.00 shares. Based on historical transaction data and WTW's current price of $306.69, OPTIMUM SMALL-MID CAP VALUE FUND's estimated gain on his WTW holdings is $-167,222.20, reflecting a -1.67% gain to date.
OPTIMUM SMALL-MID CAP VALUE FUND WTW ($306.69) Holding Chart
OPTIMUM SMALL-MID CAP VALUE FUND WTW ($306.69) 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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