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Interactive Brokers shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 12k 139.36
2024-06-30 $1.4M 12k 122.60

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

Top funds holding Interactive Brokers

Vanguard Group
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Egerton Capital
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State Street Corporation
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Geode Capital Management
Jarislowsky, Fraser
Morgan Stanley
Marshall Wace
Neuberger Berman Group
Bank of America Corporation

View all funds holding Interactive Brokers