HHM Wealth Advisors’s Tradeweb Markets TW Stock Holding History

HHM Wealth Advisors’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 Q1	–	Sell	-4	Closed	-$524	–	1039
2024 Q4	$524	Buy	+4	New	+$528	﹤0.01%	917

Other funds holding TW

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHM Wealth Advisors's TW Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Tradeweb Markets (TW) in Q1 2025, closing a stake of 4 shares — an estimated $524 sold.

HHM Wealth Advisors first reported a position in TW in Q4 2024 and held it in 1 quarter. The position peaked at $524 in Q4 2024. 551 funds tracked by Wall St. Rank hold TW as of Q1 2025.

HHM Wealth Advisors reported no remaining Tradeweb Markets position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 4 Tradeweb Markets shares in Q1 2025, an estimated $524.
HHM Wealth Advisors first reported a position in Tradeweb Markets in Q4 2024 and held it in 1 quarter.
HHM Wealth Advisors's Tradeweb Markets position peaked at $524 in Q4 2024.
551 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.