Invera Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadcom by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Exchange Traded Funds (USXF)
Jpmorgan Chase Company Common (JPM)
Nvidia Corporation Common (NVDA)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Ishares Tr Esg Awre Usd Etf Exchange Traded Funds (SUSC)
Ishares Tr Esg Eafe Etf Exchange Traded Funds (DMXF)
Ishares Tr Core Msci Eafe Exchange Traded Funds (IEFA)
Ishares Tr Egsadvncdmsci Em Exchange Traded Funds (EMXF)
Ishares Incorporated Core Msci Emkt Exchange Traded Funds (IEMG)
Ishares Tr Esg Aware Msci Exchange Traded Funds (ESML)
Nuveen Esg Large Cap Value Etf Exchange Traded Funds (NULV)
Intercontinental Exchange Incorporated Common (ICE)
Sp Global Incorporated Common (SPGI)
Iqvia Hldgs Incorporated Common (IQV)
Nuveen Esg Mid Cap Value Etf Exchange Traded Funds (NUMV)

View all positions for Invera Wealth Advisors

Top funds holding Broadcom

Vanguard Group
BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Geode Capital Management
Capital Research Global Investors
FMR
Bank of America Corporation
Jpmorgan Chase & Co
Wellington Management Company
Legal & General Group
Invesco
Northern Trust
Nuveen Asset Management

View all funds holding Broadcom