Transamerica Financial Advisors, LLC
Position in CBOE — Cboe Global Markets, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in CBOE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$88,574
+$30,112 QoQ
Shares Held
365
+75.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#789
of 977 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $4,375,037 across 11 Financial Data & Stock Exchanges names. CBOE ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
6,921 | $3,134,659 | |
| 2 | CME |
Cme Group Inc.
|
4,305 | $950,673 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
This page
|
365 | $88,574 | |
| 4 | SPGI |
S&P Global Inc.
|
131 | $50,500 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
596 | $46,976 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
379 | $46,658 | |
| 7 | MSCI |
MSCI Inc.
|
39 | $21,841 | |
| 8 | MORN |
Morningstar, Inc.
|
137 | $21,374 |
All Filings in CBOE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,574 | 365 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $58,462 | 208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,817 | 67 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,658 | 72 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,024 | 73 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,708 | 65 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,793 | 45 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,916 | 24 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,020 | 6 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 6 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,071 | 6 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $937 | 6 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 6 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 6 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,524 | 52 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,103 | 52 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,999 | 53 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $1,428 | 12 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,480 | 15 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,117 | 12 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $438 | 5 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $213,238 | 2,286 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||