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WR Wealth Planners’s Cboe Global Markets CBOE Stock Holding History

WR Wealth Planners’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 		$1.37K Buy
7
+2
+40% +$412 ﹤0.01% 898
2024
Q3 		$1.02K Hold
5
– – ﹤0.01% 972
2024
Q2 		$850 Hold
5
– – ﹤0.01% 975
2024
Q1 		$919 Buy
+5
New +$923 ﹤0.01% 978

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

WR Wealth Planners's CBOE Position: Q4 2024 in Review

WR Wealth Planners increased its Cboe Global Markets (CBOE) stake by 40% in Q4 2024, buying an estimated $412 and bringing the position to 7 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

WR Wealth Planners first reported a position in CBOE in Q1 2024 and has held it in 4 quarters since. 779 funds tracked by Wall St. Rank hold CBOE as of Q4 2024.

  • WR Wealth Planners held 7 shares of Cboe Global Markets worth $1.37K as of Q4 2024.
  • WR Wealth Planners bought 2 Cboe Global Markets shares in Q4 2024, an estimated $412.
  • Cboe Global Markets made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #898 holding.
  • WR Wealth Planners first reported a position in Cboe Global Markets in Q1 2024 and has held it in 4 quarters since.
  • 779 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.