SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / CBOE

Wellington Wealth Strategies, LLC.’s Cboe Global Mkts Inc Position

Does Wellington Wealth Strategies, LLC. own Cboe Global Mkts Inc (CBOE)? Not currently — the last reported position was 1.5K shares worth $261,042 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$261,042
Q2 2024
Shares
1.5K
% of Portfolio
+1.09%
Quarters Held
2
position exited

Position History CBOE

Reported value by quarter
Q4 ’23: $293,731Q4 ’23Q2 ’24: $261,042Q2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20241.5K$261,042+1.09%
Q4 20231.6K$293,731+0.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of CBOE.