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Interactive Brokers shares owned by Lifestyle Asset Management

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Lifestyle Asset Management from 13F filings

Historical chart of Lifestyle Asset Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 2.5k 139.36
2024-06-30 $310k 2.5k 122.60
2024-03-31 $248k 2.2k 111.71

More positions owned by Lifestyle Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Exxon Mobil Corporation (XOM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Wisdomtree Tr India Erngs Fd (EPI)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Lifestyle Asset Management

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