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Dakota Wealth Management’s Tradeweb Markets TW Stock Holding History

Dakota 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
-6,708
Closed -$982K – 780
2025
Q2 		$982K Buy
6,708
+373
+6% +$52K 0.02% 383
2025
Q1 		$941K Buy
+6,335
New +$842K 0.02% 380

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T. Rowe Price Investment Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dakota Wealth Management sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 6,708 shares — an estimated $982K sold.

Dakota Wealth Management first reported a position in TW in Q1 2025 and held it in 2 quarters. The position peaked at $982K in Q2 2025. 543 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • Dakota Wealth Management reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 6,708 Tradeweb Markets shares in Q3 2025, an estimated $982K.
  • Dakota Wealth Management first reported a position in Tradeweb Markets in Q1 2025 and held it in 2 quarters.
  • Dakota Wealth Management's Tradeweb Markets position peaked at $982K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.