WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in TW — Tradeweb Markets Inc.

CIK 1632972 PLYMOUTH, MN

Position in TW

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$11,066,864

+$4,334,860 QoQ

Shares Held

94,058

+50.3% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 3.4829573242042144.ToString("F0")% Shared 0.ToString("F0")% None 96.51704267579578.ToString("F0")%

Financial Services · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $429,680,540 across 32 Capital Markets names. TW ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	136,841	$115,766,117
2	MS	Morgan Stanley	699,710	$115,151,274
3	SCHW	Schwab Charles Corp	705,118	$66,266,989
4	WULF	Terawulf Inc.	1,892,064	$27,302,483
5	HOOD	Robinhood Markets, Inc.	303,431	$21,027,768
6	MC	Moelis & Co	283,530	$16,161,210
7	TW	Tradeweb Markets Inc. This page	94,058	$11,066,864
8	MKTX	Marketaxess Holdings Inc	56,172	$9,267,256

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,066,864	94,058	+50.3%	Shares	Sole	2026-04-08
2025-12-31	$6,732,004	62,600	+337.5%	Shares	Sole	2026-01-08
2025-09-30	$1,587,790	14,307	+168.1%	Shares	Sole	2025-10-29
2025-06-30	$781,190	5,336	+94.6%	Shares	Sole	2025-07-10
2025-03-31	$407,077	2,742	+36.2%	Shares	Sole	2025-04-16
2024-12-31	$263,541	2,013	-90.7%	Shares	Sole	2025-03-17
2024-09-30	$2,665,583	21,554	+395.3%	Shares	Sole	2024-10-24
2024-06-30	$461,312	4,352	-66.1%	Shares	Sole	2024-07-16
2024-03-31	$1,338,792	12,852	+293.0%	Shares	Sole	2024-04-15
2023-12-31	$297,177	3,270	+0.1%	Shares	Sole	2024-01-30
2023-09-30	$262,013	3,267	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.