Kingswood Wealth Advisors, LLC Interactive Brokers Group, Inc. Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,229 shares of IBKR stock, worth $279,240. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,229
Previous 4,161
1.63%
Holding current value
$279,240
Previous $231 Million
26.21%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IBKR
# of Institutions
994Shares Held
349MCall Options Held
6.54MPut Options Held
6.58M-
Vanguard Group Inc Valley Forge, PA52.9MShares$3.49 Billion0.06% of portfolio
-
State Street Corp Boston, MA18.6MShares$1.23 Billion0.05% of portfolio
-
William Von Mueffling Cantillon Capital Management LLC12.7MShares$836 Million5.41% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA12.2MShares$804 Million2.14% of portfolio
-
Wellington Management Group LLP Boston, MA10.9MShares$720 Million0.14% of portfolio
About Interactive Brokers Group, Inc.
- Ticker IBKR
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 90,820,000
- Market Cap $6B
- Description
- Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. The company specializes in executing, clearing, and settling trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), metals, and cryptocurrencies. It also custodies and services accounts for hedge and...