DWM
Diversify Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Buy |
22,344
+2,106
| +10% | +$581K | 0.38% | 66 |
|
|
2025
Q1 | $5.51M | Buy |
20,238
+5,074
| +33% | +$1.38M | 0.41% | 62 |
|
|
2024
Q4 | $3.48M | Buy |
15,164
+13,960
| +1,159% | +$3.2M | 0.27% | 100 |
|
|
2024
Q3 | $273K | Sell |
1,204
-27
| -2% | -$6.13K | 0.03% | 415 |
|
|
2024
Q2 | $243K | Buy |
+1,231
| New | +$243K | 0.03% | 389 |
|