Interactive Brokers shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Interactive Brokers by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 51k | 69.35 |
| 2025-06-30 | $17M | 290k | 57.98 |
| 2025-03-31 | $8.0M | 48k | 165.59 |
| 2024-12-31 | $2.5M | 14k | 176.67 |
| 2024-06-30 | $1.8M | 15k | 122.60 |
| 2024-03-31 | $1.6M | 14k | 111.71 |
| 2023-12-31 | $2.6M | 32k | 82.90 |
| 2023-09-30 | $1.0M | 12k | 86.56 |
More positions owned by Wealth Enhancement Advisory Services
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