A detailed history of Synergy Financial Group, LTD transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Synergy Financial Group, LTD holds 2,678 shares of IBKR stock, worth $459,785. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,678
Previous 2,678 -0.0%
Holding current value
$459,785
Previous $299,000 9.7%
% of portfolio
0.35%
Previous 0.34%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$84.55 - $111.71 $27,309 - $36,082
-323 Reduced 10.76%
2,678 $299,000
Q4 2023

Feb 14, 2024

SELL
$76.41 - $89.67 $9,551 - $11,208
-125 Reduced 4.0%
3,001 $248,000
Q2 2023

Aug 16, 2023

SELL
$71.41 - $84.74 $2,999 - $3,559
-42 Reduced 1.33%
3,126 $259,000
Q1 2023

May 03, 2023

SELL
$71.38 - $89.23 $9,493 - $11,867
-133 Reduced 4.03%
3,168 $261,000
Q4 2022

Feb 03, 2023

SELL
$63.7 - $80.67 $7,898 - $10,003
-124 Reduced 3.62%
3,301 $238,000
Q3 2022

Nov 01, 2022

BUY
$53.39 - $70.24 $182,860 - $240,571
3,425 New
3,425 $219,000
Q2 2022

Aug 04, 2022

SELL
$52.62 - $67.23 $189,063 - $241,557
-3,593 Closed
0 $0
Q1 2022

Aug 03, 2022

SELL
$57.13 - $79.06 $8,169 - $11,305
-143 Reduced 3.83%
3,593 $237,000
Q4 2021

Feb 11, 2022

BUY
$63.9 - $81.44 $238,730 - $304,259
3,736 New
3,736 $297,000

Others Institutions Holding IBKR

About Interactive Brokers Group, Inc.


  • Ticker IBKR
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 90,820,000
  • Market Cap $15.6B
  • 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...
More about IBKR
Track This Portfolio

Track Synergy Financial Group, LTD Portfolio

Follow Synergy Financial Group, LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.