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OakTrust Wealth Advisors, LLC

SEC CIK
0002113908
Latest filing
Aug 6, 2026

CME holding history

CME Group Inc. in every 13F filed by OakTrust Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CME overviewAll 13F holders of CMEFull Q2 2026 holdings

Shares (Q2 2026)
976
Value
$215.5K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of CME by OakTrust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026976$215.5K0.2%+257+35.7%AddedHolders
Q1 2026719$212.4K0.2%−255−26.2%ReducedHolders
Q4 2025974$266.0K0.2%–No prior filingHolders