Number of Shares
14,892.00
Current Holdings Value*
$2.21 Mil
% of Portfolio
0.68%
Total Estimate Gain
$34,400.52
% of Total Estimate Gain
1.74%

Roberts Wealth Advisors, LLC's Tradeweb Markets Inc Holding Summary

As of 2025-03-31, Roberts Wealth Advisors, LLC held 14,892.00 shares of Tradeweb Markets Inc(TW), totaling $2.21 Mil. This investment constitutes 0.68% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 0.01% of the outstanding Tradeweb Markets Inc(TW) stock.

The initial trade took place in 2025Q1. And since then Roberts Wealth Advisors, LLC has made 1 purchases of TW, at an average price of $132.91, for a total of 14,892.00 shares. Based on historical transaction data and TW's current price of $135.22, Roberts Wealth Advisors, LLC's estimated gain on his TW holdings is $34,400.52, reflecting a 1.74% gain to date.

Roberts Wealth Advisors, LLC TW ($135.22) Holding Chart

Roberts Wealth Advisors, LLC TW ($135.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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