Integrated Wealth Concepts’s Cboe Global Markets CBOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,295
Closed -$253K 1758
2024
Q4
$253K Sell
1,295
-30
-2% -$5.86K ﹤0.01% 1467
2024
Q3
$271K Sell
1,325
-171
-11% -$35K ﹤0.01% 1406
2024
Q2
$254K Sell
1,496
-9
-0.6% -$1.53K ﹤0.01% 1409
2024
Q1
$277K Sell
1,505
-46
-3% -$8.45K ﹤0.01% 1362
2023
Q4
$277K Buy
+1,551
New +$277K ﹤0.01% 1305