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Mount Yale Investment Advisors’s Tradeweb Markets TW Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-50
Closed -$7.32K – 1530
2025
Q2 		$7.32K Buy
+50
New +$6.98K ﹤0.01% 1181

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T. Rowe Price Investment Management
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Capital World Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's TW Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 50 shares — an estimated $7.32K sold.

Mount Yale Investment Advisors first reported a position in TW in Q2 2025 and held it in 1 quarter. The position peaked at $7.32K in Q2 2025. 543 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 50 Tradeweb Markets shares in Q3 2025, an estimated $7.32K.
  • Mount Yale Investment Advisors first reported a position in Tradeweb Markets in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Tradeweb Markets position peaked at $7.32K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.