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Broadcom shares owned by Holistic Planning

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Broadcom

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All positions including Broadcom held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 5.9k 172.50
2024-06-30 $684k 516 1325.41
2024-03-31 $684k 516 1325.41

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Top funds holding Broadcom

BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Jpmorgan Chase & Co
Vanguard Group
Invesco
Northern Trust
Susquehanna International
Bank of New York Mellon
Jennison Associates
BlackRock
T. Rowe Price Associates

View all funds holding Broadcom