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Creative Planning TW Position History
Tradeweb Markets Inc. • Financial Services
Quarters held
8
Latest value
$21.3M
Q3 2026
Peak value
$21.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $4K |
| Q4 2025 | $4.7M |
| Q1 2026 | $8.8M |
| Q2 2026 | $87K |
| Q2 2026 | $6.4M |
| Q3 2026 | $128K |
| Q3 2026 | $21.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.3M | 211.0K | — | — |
| Q3 2026 | $128K | 1.3K | — | — |
| Q2 2026 | $6.4M | 64.0K | — | — |
| Q2 2026 | $87K | 869 | — | — |
| Q1 2026 | $8.8M | 74.8K | — | — |
| Q4 2025 | $4.7M | 43.6K | — | — |
| Q3 2025 | $4K | 38 | — | — |
| Q3 2025 | $1.1M | 10.0K | — | — |
Other funds holding TW
$347.3M
$335.8M
$323M
$279.8M
$279.8M