UWS
CBOE icon

Unique Wealth Strategies’s Cboe Global Markets CBOE Stock Holding History

Unique Wealth Strategies’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
2024
Q4 		– Sell
-2,284
Closed -$468K – 200
2024
Q3 		$468K Buy
2,284
+2,283
+228,300% +$448K 0.2% 159
2024
Q2 		$184 Buy
+1
New +$178 ﹤0.01% 649
2024
Q1 		– Sell
-3,823
Closed -$683K – 186
2023
Q4 		$683K Buy
+3,823
New +$655K 0.46% 87

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Unique Wealth Strategies's CBOE Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Cboe Global Markets (CBOE) in Q4 2024, closing a stake of 2,284 shares — an estimated $468K sold.

Unique Wealth Strategies first reported a position in CBOE in Q4 2023 and held it in 3 quarters. The position peaked at $683K in Q4 2023. 778 funds tracked by Wall St. Rank hold CBOE as of Q4 2024.

  • Unique Wealth Strategies reported no remaining Cboe Global Markets position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,284 Cboe Global Markets shares in Q4 2024, an estimated $468K.
  • Unique Wealth Strategies first reported a position in Cboe Global Markets in Q4 2023 and held it in 3 quarters.
  • Unique Wealth Strategies's Cboe Global Markets position peaked at $683K in Q4 2023.
  • 778 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.