Heritage Oak Wealth Advisors LLC Interactive Brokers Group, Inc. Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,387 shares of IBKR stock, worth $564,511. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,387Holding current value
$564,511% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding IBKR
# of Institutions
606Shares Held
93.6MCall Options Held
1.26MPut Options Held
640K-
Vanguard Group Inc Valley Forge, PA9.92MShares$1.65 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY9.3MShares$1.55 Billion0.03% of portfolio
-
Orbis Allan Gray LTD Hamilton, D06.96MShares$1.16 Billion5.86% of portfolio
-
Jpmorgan Chase & CO New York, NY4.01MShares$668 Million0.04% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA3.79MShares$631 Million1.16% of portfolio
About Interactive Brokers Group, Inc.
- Ticker IBKR
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 90,820,000
- Market Cap $15.1B
- Description
- Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. The company specializes in executing, clearing, and settling trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), metals, and cryptocurrencies. It also custodies and services accounts for hedge and...