Heritage Wealth Management, LLC Interactive Brokers Group, Inc. Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 3,367 shares of IBKR stock, worth $227,710. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,367
Previous 3,796
11.3%
Holding current value
$227,710
Previous $424,000
2.83%
% of portfolio
0.23%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding IBKR
# of Institutions
877Shares Held
244MCall Options Held
3.14MPut Options Held
2.12M-
Vanguard Group Inc Valley Forge, PA41.8MShares$2.83 Billion0.04% of portfolio
-
William Von Mueffling Cantillon Capital Management LLC12.8MShares$866 Million4.63% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA12.5MShares$845 Million1.74% of portfolio
-
Greenwich Wealth Management LLC Greenwich, CT10.9MShares$735 Million29.22% of portfolio
-
Black Rock Inc. New York, NY9.3MShares$629 Million0.03% of portfolio
About Interactive Brokers Group, Inc.
- Ticker IBKR
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 90,820,000
- Market Cap $6.14B
- 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...