Wipfli Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Wipfli 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
2022 Q3	$28K	Buy	+1,764	New	+$27.2K	﹤0.01%	1409

Other funds holding IBKR

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GWM

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

OAG

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

CCM

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

Wipfli Financial Advisors's IBKR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Interactive Brokers (IBKR) in Q3 2022: 1,764 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings.

339 funds tracked by Wall St. Rank hold IBKR as of Q3 2022.

Wipfli Financial Advisors held 1,764 shares of Interactive Brokers worth $28K as of Q3 2022.
Interactive Brokers was a new Wipfli Financial Advisors position in Q3 2022.
Interactive Brokers made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1409 holding.
339 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.