LNWWM
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Laird Norton Wetherby Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$625K Buy
2,550
+716
+39% +$172K 0.03% 500
2025
Q2 		$428K Buy
+1,834
New +$408K 0.02% 622
2024
Q4 		$385K Sell
1,968
-361
-16% -$74.3K 0.02% 623
2024
Q3 		$477K Buy
2,329
+436
+23% +$85.6K 0.02% 578
2024
Q2 		$322K Buy
1,893
+171
+10% +$30.4K 0.02% 689
2024
Q1 		$316K Sell
1,722
-38
-2% -$7.01K 0.02% 725
2023
Q4 		$314K Hold
1,760
– – 0.02% 706
2023
Q3 		$275K Buy
1,760
+295
+20% +$43.4K 0.02% 711
2023
Q2 		$202K Buy
+1,465
New +$200K 0.01% 851

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return