CPL
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Capital & Planning LLC’s Interactive Brokers IBKR Stock Holding History

Capital & Planning LLC’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$4.42K – 96
2024
Q4 		$4.42K Buy
+100
New +$4.21K ﹤0.01% 125

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital & Planning LLC's IBKR Position: Q1 2025 in Review

Capital & Planning LLC sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 100 shares — an estimated $4.42K sold.

Capital & Planning LLC first reported a position in IBKR in Q4 2024 and held it in 1 quarter. The position peaked at $4.42K in Q4 2024. 747 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • Capital & Planning LLC reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 100 Interactive Brokers shares in Q1 2025, an estimated $4.42K.
  • Capital & Planning LLC first reported a position in Interactive Brokers in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Interactive Brokers position peaked at $4.42K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.