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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