Number of Shares
5,788.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
0.44%
Total Estimate Gain
$497,264.51
% of Total Estimate Gain
22.37%

OAK HARBOR WEALTH PARTNERS, LLC's CME Group Inc Holding Summary

As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 5,788.00 shares of CME Group Inc(CME), totaling $1.54 Mil. This investment constitutes 0.44% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0% of the outstanding CME Group Inc(CME) stock.

The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 9 purchases of CME, at an average price of $206.50, for a total of 10,764.00 shares. In addition, there have been 4 sales at an average price of $224.22 for 4,976.00 shares. Based on historical transaction data and CME's current price of $277.18, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his CME holdings is $497,264.51, reflecting a 22.37% gain to date.

OAK HARBOR WEALTH PARTNERS, LLC CME ($277.18) Holding Chart

OAK HARBOR WEALTH PARTNERS, LLC CME ($277.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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