Avantax Advisory Services’s Tradeweb Markets TW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
1,881
+372
+25% +$51.9K ﹤0.01% 1985
2025
Q1
$224K Buy
+1,509
New +$201K ﹤0.01% 2036
2022
Q1
Sell
-2,217
Closed -$222K 1362
2021
Q4
$222K Buy
+2,217
New +$204K ﹤0.01% 1125

Other funds holding TW

Avantax Advisory Services's TW Position: Q2 2025 in Review

Avantax Advisory Services increased its Tradeweb Markets (TW) stake by 25% in Q2 2025, buying an estimated $51.9K and bringing the position to 1,881 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Avantax Advisory Services first reported a position in TW in Q4 2021 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold TW as of Q2 2025.

  • Avantax Advisory Services held 1,881 shares of Tradeweb Markets worth $275K as of Q2 2025.
  • Avantax Advisory Services bought 372 Tradeweb Markets shares in Q2 2025, an estimated $51.9K.
  • Tradeweb Markets made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1985 holding.
  • Avantax Advisory Services first reported a position in Tradeweb Markets in Q4 2021 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.