Number of Shares
13,284.00
Current Holdings Value*
$736,070.00
% of Portfolio
0.12%
Total Estimate Gain
$907,727.20
% of Total Estimate Gain
110.18%

Formidable Asset Management, LLC's Interactive Brokers Group Inc Holding Summary

As of 2025-06-30, Formidable Asset Management, LLC held 13,284.00 shares of Interactive Brokers Group Inc(IBKR), totaling $736,070.00. This investment constitutes 0.12% of their stock portfolio, and Formidable Asset Management, LLC now holds 0% of the outstanding Interactive Brokers Group Inc(IBKR) stock.

The initial trade took place in 2023Q2. And since then Formidable Asset Management, LLC has made 2 purchases of IBKR, at an average price of $20.89, for a total of 39,448.00 shares. In addition, there have been 6 sales at an average price of $34.03 for 26,164.00 shares. Based on historical transaction data and IBKR's current price of $63.32, Formidable Asset Management, LLC's estimated gain on his IBKR holdings is $907,727.20, reflecting a 110.18% gain to date.

Formidable Asset Management, LLC IBKR ($63.32) Holding Chart

Formidable Asset Management, LLC IBKR ($63.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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