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Broadcom shares owned by Intergy Private Wealth

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Intergy Private Wealth from 13F filings

Historical chart of Intergy Private Wealth investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $533k 402 1325.41
2023-12-31 $449k 402 1116.25
2023-09-30 $351k 422 830.58
2023-06-30 $388k 447 867.43
2023-03-31 $300k 468 641.54
2022-12-31 $249k 446 559.13

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Cohen Steer Reit (ICF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Intergy Private Wealth

Top funds holding Broadcom

Vanguard Group
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Susquehanna International
Jennison Associates
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
Charles Schwab Investment Management
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas

View all funds holding Broadcom