Legacy Financial Advisors, Inc.
Position in CBOE — Cboe Global Markets, Inc.
CIK 1730810
COVINGTON, KY
Position in CBOE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$211,365
-$45,251 QoQ
Shares Held
871
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#752
of 977 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $4,476,970 across 8 Financial Data & Stock Exchanges names. CBOE ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
9,085 | $1,118,454 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,745 | $689,280 | |
| 3 | SPGI |
S&P Global Inc.
|
1,617 | $623,107 | |
| 4 | CME |
Cme Group Inc.
|
2,740 | $605,074 | |
| 5 | MCO |
Moodys Corp /De/
|
1,183 | $535,804 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,699 | $390,905 | |
| 7 | MSCI |
MSCI Inc.
|
541 | $302,981 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
This page
|
871 | $211,365 |
All Filings in CBOE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,365 | 871 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $256,616 | 913 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $210,840 | 840 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $203,312 | 829 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||