Atria Wealth Solutions’s CME Group CME Stock Holding History

Atria Wealth Solutions’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.24M	Sell	4,500 -1,560	-26%	-$424K	0.03%	565
2025 Q1	$1.61M	Buy	6,060 +1,746	+40%	+$431K	0.02%	713
2024 Q4	$1.02M	Buy	4,314 +524	+14%	+$120K	0.01%	914
2024 Q3	$836K	Sell	3,790 -614	-14%	-$127K	0.01%	991
2024 Q2	$866K	Sell	4,404 -1,032	-19%	-$213K	0.01%	955
2024 Q1	$1.17M	Buy	5,436 +251	+5%	+$52.7K	0.01%	844
2023 Q4	$1.11M	Buy	5,185 +3	+0.1%	+$640	0.01%	821
2023 Q3	$1.04M	Sell	5,182 -270	-5%	-$53.7K	0.01%	796
2023 Q2	$1.01M	Sell	5,452 -42	-0.8%	-$7.76K	0.01%	829
2023 Q1	$1.05M	Sell	5,494 -123	-2%	-$22.2K	0.02%	778
2022 Q4	$962K	Sell	5,617 -340	-6%	-$59.1K	0.02%	764
2022 Q3	$1.06M	Buy	5,957 +19	+0.3%	+$3.75K	0.02%	695
2022 Q2	$1.22M	Sell	5,938 -987	-14%	-$209K	0.02%	621
2022 Q1	$1.65M	Buy	+6,925	New	+$1.63M	0.03%	542

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return