Avior Wealth Management’s Tradeweb Markets TW Stock Holding History

Avior Wealth Management’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,847	Closed	-$417K	–	736
2025 Q2	$417K	Sell	2,847 -1,271	-31%	-$177K	0.01%	483
2025 Q1	$611K	Buy	4,118 +475	+13%	+$63.1K	0.02%	355
2024 Q4	$477K	Sell	3,643 -357	-9%	-$47.1K	0.02%	460
2024 Q3	$495K	Buy	4,000 +492	+14%	+$55.7K	0.02%	450
2024 Q2	$372K	Sell	3,508 -47	-1%	-$4.97K	0.02%	513
2024 Q1	$370K	Buy	3,555 +73	+2%	+$7.34K	0.02%	527
2023 Q4	$316K	Sell	3,482 -1,063	-23%	-$94.9K	0.02%	437
2023 Q3	$365K	Buy	+4,545	New	+$362K	0.02%	403

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's TW Position: Q3 2025 in Review

Avior Wealth Management sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 2,847 shares — an estimated $417K sold.

Avior Wealth Management first reported a position in TW in Q3 2023 and held it in 8 quarters. The position peaked at $611K in Q1 2025. 545 funds tracked by Wall St. Rank hold TW as of Q3 2025.

Avior Wealth Management reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
Avior Wealth Management sold 2,847 Tradeweb Markets shares in Q3 2025, an estimated $417K.
Avior Wealth Management first reported a position in Tradeweb Markets in Q3 2023 and held it in 8 quarters.
Avior Wealth Management's Tradeweb Markets position peaked at $611K in Q1 2025.
545 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.