CWM
CBOE icon

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

Congress Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.81M Sell
7,762
-54
-0.7% -$12.6K 0.02% 574
2025
Q1 		$1.77M Buy
+7,816
New +$1.77M 0.02% 519