EWP
TW icon

Elevation Wealth Partners’s Tradeweb Markets TW Stock Holding History

Elevation Wealth Partners’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
Q3 		$1.11K Buy
+11
New +$1.13K ﹤0.01% 1298
2026
Q2 		– Sell
-48
Closed -$5.65K – 1357
2026
Q1 		$5.65K Buy
+48
New +$5.49K ﹤0.01% 671

Other funds holding TW

LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's TW Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Tradeweb Markets (TW) in Q3 2026: 11 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in TW as recently as Q1 2026.

Elevation Wealth Partners first reported a position in TW in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.65K in Q1 2026. 14 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • Elevation Wealth Partners held 11 shares of Tradeweb Markets worth $1.11K as of Q3 2026.
  • Tradeweb Markets was a new Elevation Wealth Partners position in Q3 2026.
  • Tradeweb Markets made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1298 holding.
  • Elevation Wealth Partners first reported a position in Tradeweb Markets in Q1 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Tradeweb Markets position peaked at $5.65K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.