BerganKDV Wealth Management’s Cboe Global Markets CBOE Stock Holding History

BerganKDV Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.24K	Sell	9 -33	-79%	-$4.5K	﹤0.01%	733
2023 Q1	$5.64K	Buy	42 +33	+367%	+$4.14K	﹤0.01%	678
2022 Q4	$1.13K	Hold	9	–	–	﹤0.01%	872
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	864
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	880
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	906
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	965
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	944
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	887
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	837
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	834
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	769
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	829
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	798
2019 Q4	$1K	Buy	+9	New	+$1.06K	﹤0.01%	830

Other funds holding CBOE

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

Geode Capital Management

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

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return