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

Integrated Wealth Concepts’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 		$586K Buy
+2,083
New +$580K ﹤0.01% 1443
2025
Q1 		– Sell
-1,295
Closed -$253K – 1758
2024
Q4 		$253K Sell
1,295
-30
-2% -$6.18K ﹤0.01% 1467
2024
Q3 		$271K Sell
1,325
-171
-11% -$33.6K ﹤0.01% 1406
2024
Q2 		$254K Sell
1,496
-9
-0.6% -$1.6K ﹤0.01% 1409
2024
Q1 		$277K Sell
1,505
-46
-3% -$8.49K ﹤0.01% 1362
2023
Q4 		$277K Buy
+1,551
New +$266K ﹤0.01% 1305

Other funds holding CBOE

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return