LA
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Legacy Advisors’s Tradeweb Markets TW Stock Holding History

Legacy 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
Q2 		– Sell
-5,354
Closed -$795K – 374
2025
Q1 		$795K Sell
5,354
-49
-0.9% -$6.51K 0.08% 194
2024
Q4 		$707K Sell
5,403
-764
-12% -$101K 0.07% 213
2024
Q3 		$763K Sell
6,167
-246
-4% -$27.9K 0.08% 189
2024
Q2 		$680K Buy
6,413
+103
+2% +$10.9K 0.08% 178
2024
Q1 		$657K Buy
6,310
+473
+8% +$47.6K 0.08% 184
2023
Q4 		$530K Sell
5,837
-1
-0% -$89 0.07% 187
2023
Q3 		$468K Buy
5,838
+288
+5% +$23K 0.08% 186
2023
Q2 		$380K Buy
5,550
+261
+5% +$18.5K 0.06% 197
2023
Q1 		$418K Buy
5,289
+380
+8% +$27.5K 0.08% 166
2022
Q4 		$319K Buy
+4,909
New +$289K 0.06% 185

Other funds holding TW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return