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Roberts Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Roberts Wealth Advisors’s Portfolio TW Stock Details TW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.2M Buy
15,023
+131
+0.9% +$19.2K 0.63% 48
2025
Q1 		$2.21M Buy
+14,892
New +$2.21M 0.68% 51