Ownership history in MINDSET WEALTH MANAGEMENT, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in CME GROUP INC (CME). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 31,000 | -4 | -0.0% | 2.22% | $8.5M | $266.70 |
| 2025 Q3 | REDUCED | 31,004 | -25 | -0.1% | 2.28% | $8.4M | $262.67 |
| 2025 Q2 | ADDED | 31,029 | +29 | +0.1% | 2.80% | $8.6M | $266.67 |
| 2025 Q1 | REDUCED | 31,000 | -2,170 | -6.5% | 3.20% | $8.2M | $255.51 |
| 2024 Q4 | ADDED | 33,170 | +52 | +0.2% | 2.82% | $7.7M | $222.57 |
| 2024 Q3 | INITIATED | 33,118 | — | — | 3.02% | $7.3M | $205.35 |
As of 2025 Q4 — sorted by position size