GWS
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Glassman Wealth Services’s Interactive Brokers IBKR Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-8
Closed -$166 – 946
2023
Q4 		$166 Hold
8
– – ﹤0.01% 1917
2023
Q3 		$173 Hold
8
– – ﹤0.01% 1911
2023
Q2 		$166 Hold
8
– – ﹤0.01% 1845
2023
Q1 		$165 Hold
8
– – ﹤0.01% 1834
2022
Q4 		$145 Buy
+8
New +$149 ﹤0.01% 1843
2022
Q2 		– Sell
-16
Closed – – 1822
2022
Q1 		$0 Buy
+16
New +$276 ﹤0.01% 1775
2020
Q2 		– Sell
-8
Closed – – 1367
2020
Q1 		$0 Buy
+8
New +$97 ﹤0.01% 1321

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return