Cassady Schiller Wealth Management’s Interactive Brokers IBKR Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.41K	Buy	+32	New	+$1.35K	﹤0.01%	693

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's IBKR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Interactive Brokers (IBKR) in Q4 2024: 32 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings.

709 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

Cassady Schiller Wealth Management held 32 shares of Interactive Brokers worth $1.41K as of Q4 2024.
Interactive Brokers was a new Cassady Schiller Wealth Management position in Q4 2024.
Interactive Brokers made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #693 holding.
709 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.