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Broadcom shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $622k 557 1116.25
2023-09-30 $133k 160 830.58
2022-12-31 $106k 189 559.13
2022-03-31 $101k 161 627.33

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View all positions for Spartan Planning & Wealth Management

Top funds holding Broadcom

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Jennison Associates
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom