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Broadcom shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 1.2k 172.50
2024-03-31 $155k 117 1325.41
2023-12-31 $146k 131 1116.25

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Broadcom

Vanguard Group
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Swedbank AB
State Street Corporation
Van Eck Associates Corp.
Raymond James & Associates
SG Americas Securities
Geode Capital Management
National Pension Service
International Assets Investment Management
TD Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Pathway Financial Advisers
Principal Financial Group

View all funds holding Broadcom