Dynamic Advisor Solutions’s Cboe Global Markets CBOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
5,580
+2,946
| +112% | +$687K | 0.04% | 389 |
|
|
2025
Q1 | $596K | Buy |
2,634
+100
| +4% | +$22.6K | 0.02% | 543 |
|
|
2024
Q4 | $495K | Sell |
2,534
-466
| -16% | -$91.1K | 0.02% | 435 |
|
|
2024
Q3 | $615K | Buy |
3,000
+113
| +4% | +$23.2K | 0.02% | 567 |
|
|
2024
Q2 | $491K | Sell |
2,887
-484
| -14% | -$82.3K | 0.02% | 629 |
|
|
2024
Q1 | $619K | Buy |
3,371
+50
| +2% | +$9.19K | 0.02% | 557 |
|
|
2023
Q4 | $575K | Sell |
3,321
-315
| -9% | -$54.5K | 0.02% | 540 |
|
|
2023
Q3 | $568K | Sell |
3,636
-4,406
| -55% | -$688K | 0.03% | 480 |
|
|
2023
Q2 | $1.11M | Buy |
8,042
+5,459
| +211% | +$753K | 0.06% | 317 |
|
|
2023
Q1 | $347K | Buy |
+2,583
| New | +$347K | 0.02% | 561 |
|