Broadcom shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Broadcom
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Quarterly reported holdings in Broadcom by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.5k | 329.91 |
| 2025-06-30 | $1.3M | 4.7k | 275.65 |
| 2025-03-31 | $820k | 4.9k | 167.43 |
| 2024-12-31 | $2.0M | 8.5k | 240.43 |
| 2024-09-30 | $1.7M | 9.2k | 182.88 |
| 2024-06-30 | $1.6M | 916 | 1714.41 |
| 2024-03-31 | $1.1M | 836 | 1258.99 |
| 2023-12-31 | $1.0M | 908 | 1116.25 |