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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

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All positions including Interactive Brokers held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
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