Interactive Brokers shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Interactive Brokers by Synergy Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $373k | 2.7k | 139.36 |
2024-06-30 | $328k | 2.7k | 122.60 |
2024-03-31 | $299k | 2.7k | 111.71 |
2023-12-31 | $249k | 3.0k | 82.90 |
2023-09-30 | $271k | 3.1k | 86.56 |
2023-06-30 | $260k | 3.1k | 83.07 |
2023-03-31 | $262k | 3.2k | 82.56 |
2022-12-31 | $239k | 3.3k | 72.35 |
2022-09-30 | $219k | 3.4k | 63.94 |
2022-03-31 | $237k | 3.6k | 65.96 |
2021-12-31 | $297k | 3.7k | 79.50 |