Modern Wealth Management, LLC
Position in CBOE — Cboe Global Markets, Inc.
CIK 2001900
KANSAS CITY, MO
Position in CBOE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$256,499
-$275,846 QoQ
Shares Held
1,057
-44.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 977 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,525,256 across 7 Financial Data & Stock Exchanges names. CBOE ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
13,267 | $2,929,749 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
9,063 | $714,344 | |
| 3 | SPGI |
S&P Global Inc.
|
1,770 | $682,158 | |
| 4 | FDS |
Factset Research Systems Inc
|
1,631 | $375,259 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,518 | $309,990 | |
| 6 | MCO |
Moodys Corp /De/
|
568 | $257,257 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
This page
|
1,057 | $256,499 |
All Filings in CBOE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,499 | 1,057 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $532,345 | 1,894 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $510,032 | 2,032 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||