Buck Wealth Strategies, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1973259
DENVER, CO
Position in IBKR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$88,432
-$2,199,835 QoQ
Shares Held
1,016
-98.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#918
of 1,103 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $21,638,700 across 10 Capital Markets names. IBKR ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,386 | $12,526,828 | |
| 2 | LAZ |
Lazard, Inc.
|
201,288 | $8,442,018 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
4,792 | $480,541 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,016 | $88,432 | |
| 5 | SCHW |
Schwab Charles Corp
|
835 | $77,045 | |
| 6 | MS |
Morgan Stanley
|
43 | $8,988 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
26 | $7,323 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
89 | $4,448 |
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,432 | 1,016 | Shares | Sole | 2026-07-30 | |
| 2024-03-31 | $2,288,267 | 20,484 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||