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Essential Planning’s CME Group CME Stock Holding History

Essential Planning’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-975
Closed -$224K – 114
2024
Q4 		$224K Buy
+975
New +$224K ﹤0.01% 302