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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

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Quarterly reported holdings in Interactive Brokers by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
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

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Interactive Brokers

Vanguard Group
Orbis Allan Gray
Cantillon Capital Mgnt
Marshall Wace
Greenwich Wealth Management
Bares Capital Management
Jarislowsky, Fraser
Jpmorgan Chase & Co
Neuberger Berman Group
Citadel Advisors
Norges Bank Investment Management
Bank of New York Mellon
Wells Fargo & Company
Goldman Sachs Group
Coronation Fund Managers

View all funds holding Interactive Brokers