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LGT Financial Advisors’s Interactive Brokers IBKR Stock Holding History

LGT Financial Advisors’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
-836
Closed -$36.9K – 504
2024
Q4 		$36.9K Buy
836
+716
+597% +$30.1K 0.08% 194
2024
Q3 		$4.18K Hold
120
– – 0.01% 563
2024
Q2 		$3.68K Hold
120
– – 0.01% 644
2024
Q1 		$3.35K Hold
120
– – ﹤0.01% 680
2023
Q4 		$2.49K Sell
120
-28
-19% -$573 ﹤0.01% 779
2023
Q3 		$3.2K Buy
+148
New +$3.29K ﹤0.01% 709

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

LGT Financial Advisors's IBKR Position: Q1 2025 in Review

LGT Financial Advisors sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 836 shares — an estimated $36.9K sold.

LGT Financial Advisors first reported a position in IBKR in Q3 2023 and held it in 6 quarters. The position peaked at $36.9K in Q4 2024. 747 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • LGT Financial Advisors reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 836 Interactive Brokers shares in Q1 2025, an estimated $36.9K.
  • LGT Financial Advisors first reported a position in Interactive Brokers in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Interactive Brokers position peaked at $36.9K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.