NAA SMID-CAP VALUE SERIES IBKR Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$430,505.56
% of Total Estimate Gain
17.36%
NAA SMID-CAP VALUE SERIES's Interactive Brokers Group Inc Holding Summary
As of 2025-03-31, NAA SMID-CAP VALUE SERIES held - shares of Interactive Brokers Group Inc(IBKR), totaling N/A. This investment constitutes 0% of their stock portfolio, and NAA SMID-CAP VALUE SERIES now holds 0% of the outstanding Interactive Brokers Group Inc(IBKR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $49.55 for 58,732.00 shares. Based on historical transaction data and IBKR's current price of $63.32, NAA SMID-CAP VALUE SERIES's estimated gain on his IBKR holdings is $430,505.56, reflecting a 17.36% gain to date.
NAA SMID-CAP VALUE SERIES IBKR ($63.32) Holding Chart
NAA SMID-CAP VALUE SERIES 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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