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Interactive Brokers shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $464k 3.3k 139.36
2024-06-30 $456k 3.7k 122.60

More positions owned by Measured Wealth Private Client Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Agency Bond Etf (AGZ)
NVIDIA Corporation (NVDA)

View all positions for Measured Wealth Private Client Group

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Kayne Anderson Rudnick Investment Management
Egerton Capital
Cantillon Capital Mgnt
State Street Corporation
Greenwich Wealth Management
Geode Capital Management
Jarislowsky, Fraser
Morgan Stanley
Marshall Wace
Neuberger Berman Group
Bank of America Corporation

View all funds holding Interactive Brokers