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Vertex Planning Partners’s CME Group CME Stock Holding History

Vertex Planning Partners’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
6,957
+16
+0.2% +$4.41K 0.4% 49
2025
Q1 		$1.84M Buy
6,941
+63
+0.9% +$16.7K 0.4% 44
2024
Q4 		$1.6M Buy
+6,878
New +$1.6M 0.35% 47