Western Pacific Wealth Management »

Interactive Brokers shares owned by Western Pacific Wealth Management

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

Historical chart of Western Pacific Wealth Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Interactive Brokers by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $153k 1.1k 139.36
2024-06-30 $135k 1.1k 122.60
2024-03-31 $123k 1.1k 111.71
2023-12-31 $91k 1.1k 82.90
2023-09-30 $95k 1.1k 86.56

More positions owned by Western Pacific Wealth Management

Nike Inc Cl B Stock (NKE)
Apple Stock (AAPL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Amazon Stock (AMZN)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Palantir Technologies Inc Cl A Stock (PLTR)
Costco Whsl Corp Stock (COST)
Tesla Stock (TSLA)
Intuitive Surgical Stock (ISRG)

View all positions for Western Pacific Wealth Management

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Kayne Anderson Rudnick Investment Management
Egerton Capital
Cantillon Capital Mgnt
State Street Corporation
Greenwich Wealth Management
Geode Capital Management
Jarislowsky, Fraser
Morgan Stanley
Marshall Wace
Neuberger Berman Group
Bank of America Corporation

View all funds holding Interactive Brokers