BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in CBOE — Cboe Global Markets, Inc.
CIK 2010186
CINCINNATI, OH
Position in CBOE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,456
-$1,354 QoQ
Shares Held
6
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#943
of 977 holders
Holding Since
Mar 2025
6 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $39,733,648 across 9 Financial Data & Stock Exchanges names. CBOE ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
104,451 | $38,074,377 | |
| 2 | MCO |
Moodys Corp /De/
|
1,468 | $664,886 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
4,805 | $591,543 | |
| 4 | CME |
Cme Group Inc.
|
1,364 | $301,212 | |
| 5 | COIN |
Coinbase Global, Inc.
|
325 | $47,511 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
540 | $42,562 | |
| 7 | FDS |
Factset Research Systems Inc
|
22 | $5,061 | |
| 8 | MSCI |
MSCI Inc.
|
9 | $5,040 |
All Filings in CBOE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,456 | 6 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,810 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $251 | 1 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $245 | 1 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $233 | 1 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $226 | 1 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||