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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 – 867
2025
Q1 		$29.7K Buy
+200
New +$26.6K ﹤0.01% 426
2022
Q3 		– Sell
-34
Closed -$2K – 1089
2022
Q2 		$2K Buy
+34
New +$2.47K ﹤0.01% 852
2021
Q3 		– Sell
-110
Closed -$9K – 1022
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
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