Position in CME
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,524
-$10,850 QoQ
Shares Held
102
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,519
of 1,680 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $32,298 across 2 Financial Data & Stock Exchanges names. CME ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
102 | $22,524 | |
| 2 | SPGI |
S&P Global Inc.
|
25 | $9,774 |
All Filings in CME
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,524 | 102 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $33,374 | 113 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $33,042 | 121 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||