Marshall & Sterling Wealth Advisors Inc.
Position in CBOE — Cboe Global Markets, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in CBOE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$514,460
-$89,840 QoQ
Shares Held
2,120
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#595
of 977 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $514,460 across 1 Financial Data & Stock Exchanges name. CBOE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
This page
|
2,120 | $514,460 |
All Filings in CBOE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,460 | 2,120 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $604,300 | 2,150 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $607,922 | 2,422 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $588,344 | 2,399 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $603,765 | 2,589 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $593,772 | 2,624 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $439,063 | 2,247 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||