Number of Shares
262.00
Current Holdings Value*
$80,640.00
% of Portfolio
2.03%
Total Estimate Gain
$-4,692.42
% of Total Estimate Gain
-5.50%

Polen Growth & Income Fund's Willis Towers Watson PLC Holding Summary

As of 2025-04-30, Polen Growth & Income Fund held 262.00 shares of Willis Towers Watson PLC(WTW), totaling $80,640.00. This investment constitutes 2.03% of their stock portfolio, and Polen Growth & Income Fund now holds 0% of the outstanding Willis Towers Watson PLC(WTW) stock.

The initial trade took place in 2025Q2. And since then Polen Growth & Income Fund has made 1 purchases of WTW, at an average price of $325.50, for a total of 262.00 shares. Based on historical transaction data and WTW's current price of $307.59, Polen Growth & Income Fund's estimated gain on his WTW holdings is $-4,692.42, reflecting a -5.50% gain to date.

Polen Growth & Income Fund WTW ($307.59) Holding Chart

Polen Growth & Income Fund WTW ($307.59) 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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