Heritage Wealth Management, LLC Interactive Brokers Group, Inc. Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 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 3,796 shares of IBKR stock, worth $484,749. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,796
Previous 3,873
1.99%
Holding current value
$484,749
Previous $321,000
32.09%
% of portfolio
0.21%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding IBKR
# of Institutions
527Shares Held
92MCall Options Held
964KPut Options Held
669K-
Vanguard Group Inc Valley Forge, PA9.68MShares$1.24 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY9.09MShares$1.16 Billion0.02% of portfolio
-
Orbis Allan Gray LTD Hamilton, D07.13MShares$910 Million5.32% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA5.14MShares$656 Million1.37% of portfolio
-
Jpmorgan Chase & CO New York, NY3.7MShares$473 Million0.04% of portfolio
About Interactive Brokers Group, Inc.
- Ticker IBKR
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 90,820,000
- Market Cap $11.6B
- 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...