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Burling Wealth Partners’s CME Group CME Stock Holding History

Burling Wealth Partners’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.61M Sell
20,342
-1,964
-9% -$541K 1.04% 26
2025
Q1 		$5.92M Sell
22,306
-2,810
-11% -$745K 1.25% 20
2024
Q4 		$5.83M Buy
+25,116
New +$5.83M 1.19% 24