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Broadcom shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 21k 172.50
2024-03-31 $1.7M 1.3k 1332.37

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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Broadcom

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Swedbank AB
State Street Corporation
Swiss National Bank
Van Eck Associates Corp.
Raymond James & Associates
Sumitomo Mitsui Trust Holdings
SG Americas Securities
Dimensional Fund Advisors
Geode Capital Management
National Pension Service
International Assets Investment Management

View all funds holding Broadcom