Level Four Advisory Services’s Cboe Global Markets CBOE Stock Holding History

Level Four Advisory Services’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 Q1	–	Sell	-5,513	Closed	-$1.08M	–	758
2024 Q4	$1.08M	Buy	5,513 +73	+1%	+$15K	0.04%	326
2024 Q3	$1.16M	Buy	5,440 +398	+8%	+$78.2K	0.05%	314
2024 Q2	$858K	Buy	+5,042	New	+$895K	0.04%	371

Other funds holding CBOE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Level Four Advisory Services's CBOE Position: Q1 2025 in Review

Level Four Advisory Services sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 5,513 shares — an estimated $1.08M sold.

Level Four Advisory Services first reported a position in CBOE in Q2 2024 and held it in 3 quarters. The position peaked at $1.16M in Q3 2024. 809 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

Level Four Advisory Services reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
Level Four Advisory Services sold 5,513 Cboe Global Markets shares in Q1 2025, an estimated $1.08M.
Level Four Advisory Services first reported a position in Cboe Global Markets in Q2 2024 and held it in 3 quarters.
Level Four Advisory Services's Cboe Global Markets position peaked at $1.16M in Q3 2024.
809 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Level Four Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.