Souders Financial Advisors’s Tradeweb Markets TW Stock Holding History

Souders 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
2023 Q3	–	Sell	-3,990	Closed	-$273K	–	156
2023 Q2	$273K	Buy	3,990 +40	+1%	+$2.83K	0.05%	139
2023 Q1	$312K	Buy	3,950 +10	+0.3%	+$724	0.07%	132
2022 Q4	$256K	Buy	3,940 +390	+11%	+$22.9K	0.06%	141
2022 Q3	$200K	Buy	3,550 +297	+9%	+$20.2K	0.05%	143
2022 Q2	$222K	Buy	3,253 +429	+15%	+$31.2K	0.06%	129
2022 Q1	$248K	Buy	+2,824	New	+$245K	0.07%	126

Other funds holding TW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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