Avantax Advisory Services’s Tradeweb Markets TW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
1,881
+372
+25% +$54.5K ﹤0.01% 1985
2025
Q1
$224K Buy
+1,509
New +$224K ﹤0.01% 2036
2022
Q1
Sell
-2,217
Closed -$222K 1362
2021
Q4
$222K Buy
+2,217
New +$222K ﹤0.01% 1125