CW
TW icon

CreativeOne Wealth’s Tradeweb Markets TW Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-2,142
Closed -$223K – 910
2024
Q1 		$223K Sell
2,142
-155
-7% -$15.6K 0.01% 809
2023
Q4 		$209K Sell
2,297
-493
-18% -$44K 0.01% 592
2023
Q3 		$224K Sell
2,790
-434
-13% -$34.6K 0.02% 507
2023
Q2 		$221K Sell
3,224
-35
-1% -$2.48K 0.01% 755
2023
Q1 		$258K Buy
3,259
+8
+0.2% +$579 0.01% 679
2022
Q4 		$211K Buy
+3,251
New +$191K 0.01% 685
2022
Q3 		– Sell
-3,117
Closed -$212K – 771
2022
Q2 		$212K Buy
3,117
+84
+3% +$6.11K 0.01% 662
2022
Q1 		$267K Buy
3,033
+340
+13% +$29.5K 0.01% 618
2021
Q4 		$270K Buy
+2,693
New +$248K 0.01% 619

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return