Position in CBOE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$712,236
-$77,851 QoQ
Shares Held
2,935
+4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#538
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, 2026Plan A Wealth LLC holds $712,236 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
|
2,935 | $712,236 |
All Filings in CBOE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,236 | 2,935 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $790,087 | 2,811 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $677,951 | 2,701 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $647,950 | 2,642 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $576,495 | 2,472 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $263,401 | 1,164 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||