A detailed history of True Wealth Design, LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 74 shares of IBKR stock, worth $5,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74
Previous 16 362.5%
Holding current value
$5,004
Previous $2.65 Million 54.75%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$50.53 - $212.53 $2,930 - $12,326
58 Added 362.5%
74 $4.1 Million
Q1 2025

May 13, 2025

BUY
$161.03 - $235.53 $2,576 - $3,768
16 New
16 $2.65 Million

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 $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...
More about IBKR
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