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Broadridge Financial Solutions shares owned by Seaside Wealth Management

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Seaside Wealth Management from 13F filings

Historical chart of Seaside Wealth Management investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Seaside Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Seaside Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 1.1k 204.81
2023-12-31 $234k 1.1k 205.77
2023-09-30 $203k 1.1k 179.05

More positions owned by Seaside Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Seaside Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Fayez Sarofim & Co
Ubs Global Asset Management Americas

View all funds holding Broadridge Financial Solutions