Summit Wealth & Retirement Planning’s CME Group CME Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio CME Stock Details CME Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$483K	Hold
2025 Q4	$447K	Hold
2025 Q3	$442K	Hold
2025 Q2	$451K	Buy