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Interactive Brokers shares owned by Alta Wealth Advisors

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Alta Wealth Advisors from 13F filings

Historical chart of Alta Wealth Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Alta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $481k 7.0k 68.81

More positions owned by Alta Wealth Advisors

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Sophia Genetics Sa Ordinary Shares (SOPH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Val Etf (IWD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)

View all positions for Alta Wealth Advisors

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers