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WealthTrak Capital Management’s Tradeweb Markets TW Stock Holding History

WealthTrak Capital Management’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
Q1 		– Sell
-2
Closed -$262 – 1110
2024
Q4 		$262 Buy
+2
New +$264 ﹤0.01% 751

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WealthTrak Capital Management's TW Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Tradeweb Markets (TW) in Q1 2025, closing a stake of 2 shares — an estimated $262 sold.

WealthTrak Capital Management first reported a position in TW in Q4 2024 and held it in 1 quarter. The position peaked at $262 in Q4 2024. 551 funds tracked by Wall St. Rank hold TW as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Tradeweb Markets position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2 Tradeweb Markets shares in Q1 2025, an estimated $262.
  • WealthTrak Capital Management first reported a position in Tradeweb Markets in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Tradeweb Markets position peaked at $262 in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.