Plante Moran Financial Advisors’s Tradeweb Markets TW Stock Holding History

Plante Moran Financial 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	-200	Closed	-$29.7K	–	858
2025 Q1	$29.7K	Buy	+200	New	+$26.6K	﹤0.01%	426
2022 Q3	–	Sell	-34	Closed	-$2K	–	1074
2022 Q2	$2K	Buy	+34	New	+$2.47K	﹤0.01%	852
2021 Q3	–	Sell	-110	Closed	-$9K	–	1020
2021 Q2	$9K	Hold	110	–	–	﹤0.01%	699
2021 Q1	$8K	Hold	110	–	–	﹤0.01%	696
2020 Q4	$7K	Hold	110	–	–	﹤0.01%	670
2020 Q3	$6K	Hold	110	–	–	﹤0.01%	674
2020 Q2	$6K	Buy	+110	New	+$6.33K	﹤0.01%	583

Other funds holding TW

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

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

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

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

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Plante Moran Financial Advisors's TW Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Tradeweb Markets (TW) in Q2 2025, closing a stake of 200 shares — an estimated $29.7K sold.

Plante Moran Financial Advisors first reported a position in TW in Q2 2020 and held it in 7 quarters. The position peaked at $29.7K in Q1 2025. 570 funds tracked by Wall St. Rank hold TW as of Q2 2025.

Plante Moran Financial Advisors reported no remaining Tradeweb Markets position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 200 Tradeweb Markets shares in Q2 2025, an estimated $29.7K.
Plante Moran Financial Advisors first reported a position in Tradeweb Markets in Q2 2020 and held it in 7 quarters.
Plante Moran Financial Advisors's Tradeweb Markets position peaked at $29.7K in Q1 2025.
570 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.