Peak Planning Group’s CME Group CME Stock Holding History

Peak Planning Group’s Portfolio CME Stock Details CME Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$274K	Buy
2025 Q1	$262K	Buy
2022 Q3	–	Sell
2022 Q2	$260K	Buy
2021 Q4	$291K	Sell
2021 Q3	$249K	Buy
2021 Q1	$235K	Buy