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Destiny Wealth Partners’s Cboe Global Markets CBOE Stock Holding History

Destiny Wealth Partners’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
2026
Q1 		$42.7K Buy
+152
New +$42.3K ﹤0.01% 457
2023
Q3 		– Sell
-1,449
Closed -$208K – 164
2023
Q2 		$208K Sell
1,449
-768
-35% -$105K 0.04% 158
2023
Q1 		$298K Sell
2,217
-523
-19% -$65.6K 0.06% 136
2022
Q4 		$344K Buy
2,740
+231
+9% +$28.5K 0.07% 122
2022
Q3 		$294K Buy
2,509
+2,431
+3,117% +$293K 0.07% 136
2022
Q2 		$9K Sell
78
-799
-91% -$89.7K ﹤0.01% 440
2022
Q1 		$100K Buy
877
+295
+51% +$34.9K 0.02% 241
2021
Q4 		$76K Buy
582
+108
+23% +$13.9K 0.01% 261
2021
Q3 		$59K Buy
+474
New +$57.9K 0.01% 257

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VCM
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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return