Position in TW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$248,153
-$39,643 QoQ
Shares Held
2,490
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#424
of 560 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PUREfi Wealth, LLC holds $513,842 across 2 Capital Markets names. TW ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,271 | $265,689 | |
| 2 | TW |
Tradeweb Markets Inc.
This page
|
2,490 | $248,153 |
All Filings in TW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,153 | 2,490 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $287,796 | 2,446 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $300,705 | 2,054 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $263,813 | 1,777 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||