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Cherry Tree Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-15
Closed -$3.4K – 626
2025
Q1 		$3.4K Buy
+15
New +$3.11K ﹤0.01% 577

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cherry Tree Wealth Management's CBOE Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Cboe Global Markets (CBOE) in Q2 2025, closing a stake of 15 shares — an estimated $3.4K sold.

Cherry Tree Wealth Management first reported a position in CBOE in Q1 2025 and held it in 1 quarter. The position peaked at $3.4K in Q1 2025. 840 funds tracked by Wall St. Rank hold CBOE as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Cboe Global Markets position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 15 Cboe Global Markets shares in Q2 2025, an estimated $3.4K.
  • Cherry Tree Wealth Management first reported a position in Cboe Global Markets in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Cboe Global Markets position peaked at $3.4K in Q1 2025.
  • 840 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.