DiNuzzo Private Wealth’s Interactive Brokers IBKR Stock Holding History

DiNuzzo Private Wealth’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
2026 Q2	$2.18K	Hold	25	–	–	﹤0.01%	644
2026 Q1	$1.68K	Hold	25	–	–	﹤0.01%	707
2025 Q4	$1.61K	Sell	25 -1	-4%	-$67	﹤0.01%	719
2025 Q3	$1.62K	Buy	26 +2	+8%	+$126	﹤0.01%	716
2025 Q2	$1.33K	Hold	24	–	–	﹤0.01%	767
2025 Q1	$994	Hold	24	–	–	﹤0.01%	828
2024 Q4	$1.06K	Hold	24	–	–	﹤0.01%	828
2024 Q3	$837	Hold	24	–	–	﹤0.01%	924
2024 Q2	$736	Buy	24 +4	+20%	+$119	﹤0.01%	913
2024 Q1	$559	Hold	20	–	–	﹤0.01%	939
2023 Q4	$415	Buy	+20	New	+$409	﹤0.01%	1040

Other funds holding IBKR

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return