ORG Wealth Partners’s Tradeweb Markets TW Stock Holding History

ORG 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
2024 Q4	–	Sell	-239	Closed	-$29.6K	–	540
2024 Q3	$29.6K	Buy	+239	New	+$27.1K	0.01%	300

Other funds holding TW

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORG Wealth Partners's TW Position: Q4 2024 in Review

ORG Wealth Partners sold out of Tradeweb Markets (TW) in Q4 2024, closing a stake of 239 shares — an estimated $29.6K sold.

ORG Wealth Partners first reported a position in TW in Q3 2024 and held it in 1 quarter. The position peaked at $29.6K in Q3 2024. 532 funds tracked by Wall St. Rank hold TW as of Q4 2024.

ORG Wealth Partners reported no remaining Tradeweb Markets position as of Q4 2024 after selling out during the quarter.
ORG Wealth Partners sold 239 Tradeweb Markets shares in Q4 2024, an estimated $29.6K.
ORG Wealth Partners first reported a position in Tradeweb Markets in Q3 2024 and held it in 1 quarter.
ORG Wealth Partners's Tradeweb Markets position peaked at $29.6K in Q3 2024.
532 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.