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Interactive Brokers shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 3.2k 68.81

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for Cyndeo Wealth Partners

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