Position in CME
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$950,673
-$245,789 QoQ
Shares Held
4,305
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#908
of 1,680 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $4,375,037 across 11 Financial Data & Stock Exchanges names. CME ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
6,921 | $3,134,659 | |
| 2 | CME |
Cme Group Inc.
This page
|
4,305 | $950,673 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
365 | $88,574 | |
| 4 | SPGI |
S&P Global Inc.
|
131 | $50,500 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
596 | $46,976 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
379 | $46,658 | |
| 7 | MSCI |
MSCI Inc.
|
39 | $21,841 | |
| 8 | MORN |
Morningstar, Inc.
|
137 | $21,374 |
All Filings in CME
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950,673 | 4,305 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,196,462 | 4,051 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,067,196 | 3,908 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,040,231 | 3,850 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $985,892 | 3,577 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,080,791 | 4,074 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $963,522 | 4,149 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $954,973 | 4,328 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,588,343 | 18,252 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,929,473 | 18,252 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $952,965 | 4,525 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,067,172 | 5,330 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,109,331 | 5,987 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,157,738 | 6,045 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $962,547 | 5,724 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $852,172 | 4,811 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $777,041 | 3,796 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $713 | 3 | Shares | Sole | 2022-05-12 | |
| 2020-06-30 | $162 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||