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Advisor OS’s Cboe Global Markets CBOE Stock Holding History

Advisor OS’s Portfolio CBOE Stock Details CBOE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$553K Buy
2,370
+147
+7% +$34.3K 0.05% 238
2025
Q1 		$503K Buy
2,223
+396
+22% +$89.6K 0.06% 235
2024
Q4 		$357K Buy
1,827
+819
+81% +$160K 0.04% 284
2024
Q3 		$207K Buy
+1,008
New +$207K 0.02% 388