Position in NDAQ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,413
-$340 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,010
of 1,076 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Valued Wealth Advisors LLC holds $55,706 across 7 Financial Data & Stock Exchanges names. NDAQ ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
62 | $22,732 | |
| 2 | MCO |
Moodys Corp /De/
|
19 | $8,605 | |
| 3 | CME |
Cme Group Inc.
|
36 | $7,949 | |
| 4 | COIN |
Coinbase Global, Inc.
|
46 | $6,724 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
37 | $4,555 | |
| 6 | NDAQ |
Nasdaq, Inc.
This page
|
56 | $4,413 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
3 | $728 |
All Filings in NDAQ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,413 | 56 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,753 | 56 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $874 | 9 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $796 | 9 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $804 | 9 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $682 | 9 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $695 | 9 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $657 | 9 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $542 | 9 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $567 | 9 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $523 | 9 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||