Institute for Wealth Management, LLC.
Position in CBOE — Cboe Global Markets, Inc.
CIK 1533954
DENVER, CO
Position in CBOE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$116,481
New position
Shares Held
480
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#781
of 977 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $5,586,490 across 10 Financial Data & Stock Exchanges names. CBOE ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
8,700 | $1,921,221 | |
| 2 | MCO |
Moodys Corp /De/
|
2,146 | $971,966 | |
| 3 | MSCI |
MSCI Inc.
|
1,694 | $948,707 | |
| 4 | SPGI |
S&P Global Inc.
|
2,352 | $906,153 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
3,251 | $400,230 | |
| 6 | FDS |
Factset Research Systems Inc
|
770 | $177,161 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
This page
|
480 | $116,481 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
920 | $72,514 |
All Filings in CBOE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,481 | 480 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||