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WR Wealth Planners’s Interactive Brokers IBKR Stock Holding History

WR Wealth Planners’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 		$353 Buy
+8
New +$337 ﹤0.01% 1026

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's IBKR Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Interactive Brokers (IBKR) in Q4 2024: 8 shares worth $353. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

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

  • WR Wealth Planners held 8 shares of Interactive Brokers worth $353 as of Q4 2024.
  • Interactive Brokers was a new WR Wealth Planners position in Q4 2024.
  • Interactive Brokers made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1026 holding.
  • 709 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.