Phillips Wealth Planners LLC CBOE Holdings History
Phillips Wealth Planners LLC's Cboe Global Markets Inc Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held - shares of Cboe Global Markets Inc(CBOE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Cboe Global Markets Inc(CBOE) stock.
The initial trade took place in 2023Q1. And since then Phillips Wealth Planners LLC has made 4 purchases of CBOE, at an average price of $136.11, for a total of 2,034.00 shares. In addition, there have been 6 sales at an average price of $218.77 for 2,034.00 shares. Based on historical transaction data and CBOE's current price of $240.75, Phillips Wealth Planners LLC's estimated gain on his CBOE holdings is $168,131.97, reflecting a 60.73% gain to date.
Phillips Wealth Planners LLC CBOE ($240.75) Holding Chart
Phillips Wealth Planners LLC CBOE ($240.75) 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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