Retirement Planning CO Of New England, Inc. Interactive Brokers Group, Inc. Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$81.97 - $94.47 $568,871 - $655,621	6,940 New	6,940 $600,000
Q1 2022 May 06, 2022	SELL	$57.13 - $79.06 $137,683 - $190,534	-2,410 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$63.9 - $81.44 $153,999 - $196,270	2,410 New	2,410 $191,000

Others Institutions Holding IBKR

# of Institutions

638

Shares Held

90.1M

Call Options Held

677K

Put Options Held

750K

Vanguard Group Inc Valley Forge, PA

10.2M
Shares

$1.94 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

9.3M
Shares

$1.77 Billion
0.03% of portfolio
Orbis Allan Gray LTD Hamilton, D0

6.5M
Shares

$1.24 Billion
5.84% of portfolio
Jpmorgan Chase & CO New York, NY

4.02M
Shares

$764 Million
0.05% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

3.88M
Shares

$738 Million
1.24% of portfolio

View Full List

About Interactive Brokers Group, Inc.

Ticker IBKR
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 90,820,000
Market Cap $17.3B
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...

More about IBKR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning CO Of New England, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning CO Of New England, Inc. with notifications on news.

Account