Cassady Schiller Wealth Management’s Tradeweb Markets TW Stock Holding History

Cassady Schiller 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
2024 Q4	$1.05K	Buy	+8	New	+$1.05K	﹤0.01%	778

Other funds holding TW

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's TW Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Tradeweb Markets (TW) in Q4 2024: 8 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings.

532 funds tracked by Wall St. Rank hold TW as of Q4 2024.

Cassady Schiller Wealth Management held 8 shares of Tradeweb Markets worth $1.05K as of Q4 2024.
Tradeweb Markets was a new Cassady Schiller Wealth Management position in Q4 2024.
Tradeweb Markets made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #778 holding.
532 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.