HWM
CBOE icon

HighMark Wealth Management’s Cboe Global Markets CBOE Stock Holding History

HighMark Wealth Management’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 		$9.84K Hold
35
– – ﹤0.01% 294
2025
Q4 		$8.79K Buy
35
+5
+17% +$1.24K ﹤0.01% 330
2025
Q3 		$7.36K Buy
30
+14
+88% +$3.36K ﹤0.01% 347
2025
Q2 		$3.73K Sell
16
-16
-50% -$3.56K ﹤0.01% 430
2025
Q1 		$6.34K Buy
32
+6
+23% +$1.25K ﹤0.01% 341
2024
Q4 		$5.08K Sell
26
-5
-16% -$1.03K ﹤0.01% 379
2024
Q3 		$6.35K Sell
31
-12
-28% -$2.36K ﹤0.01% 369
2024
Q2 		$7.31K Buy
43
+7
+19% +$1.24K ﹤0.01% 335
2024
Q1 		$6.61K Hold
36
– – ﹤0.01% 345
2023
Q4 		$6.43K Buy
36
+2
+6% +$343 ﹤0.01% 333
2023
Q3 		$5.31K Buy
+34
New +$5K ﹤0.01% 343

Other funds holding CBOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return