WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in TW — Tradeweb Markets Inc.

CIK 1632972 PLYMOUTH, MN

Position in TW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$9,622,770

-$1,444,094 QoQ

Shares Held

96,556

+2.7% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#121

of 560 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. TW ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	730,082	$152,616,341
2	GS	Goldman Sachs Group Inc	84,239	$85,196,797
3	SCHW	Schwab Charles Corp	732,753	$67,611,119
4	WULF	Terawulf Inc.	1,959,166	$48,391,400
5	MC	Moelis & Co	283,885	$18,571,756
6	HOOD	Robinhood Markets, Inc.	138,296	$13,868,322
7	TW	Tradeweb Markets Inc. This page	96,556	$9,622,770
8	EVR	Evercore Inc.	26,830	$9,160,835

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,622,770	96,556	+2.7%	Shares	Sole	2026-07-15
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.