DAS
TW icon

Dynamic Advisor Solutions’s Tradeweb Markets TW Stock Holding History

Dynamic Advisor Solutions’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
2026
Q2 		$263K Sell
2,634
-433
-14% -$47K 0.01% 906
2026
Q1 		$361K Sell
3,067
-273
-8% -$31.2K 0.01% 747
2025
Q4 		$359K Sell
3,340
-288
-8% -$30.9K 0.01% 717
2025
Q3 		$403K Sell
3,628
-383
-10% -$49.2K 0.01% 691
2025
Q2 		$587K Sell
4,011
-2,630
-40% -$367K 0.02% 568
2025
Q1 		$986K Buy
+6,641
New +$883K 0.03% 420
2024
Q4 		– Sell
-6,633
Closed -$820K – 857
2024
Q3 		$820K Sell
6,633
-19
-0.3% -$2.15K 0.02% 502
2024
Q2 		$705K Buy
6,652
+1,968
+42% +$208K 0.02% 537
2024
Q1 		$488K Buy
+4,684
New +$471K 0.02% 610

Other funds holding TW

FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return