Cyndeo Wealth Partners’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$574K Sell
2025
Q2
$603K Buy
2025
Q1
$555K Buy
2024
Q4
$485K Buy
2024
Q3
$460K Sell
2024
Q2
$539K Buy
2024
Q1
$414K Buy
2023
Q4
$404K Sell
2023
Q3
$385K Buy
2023
Q2
$355K Sell
2023
Q1
$405K Sell
2022
Q4
$504K Buy