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Broadcom shares owned by Root Financial Partners

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Broadcom

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All positions including Broadcom held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $787k 4.6k 172.49
2024-06-30 $585k 364 1606.32
2024-03-31 $312k 235 1325.67
2023-12-31 $243k 217 1118.36

More positions owned by Root Financial Partners

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Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
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Dimensional Etf Trust Internatnal Val (DFIV)
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Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

Top funds holding Broadcom

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Capital Research and Management Company - Division 3
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Capital Research Global Investors
Bank of America Corporation
Jpmorgan Chase & Co
Vanguard Group
Invesco
Northern Trust
Susquehanna International
Bank of New York Mellon
Jennison Associates
BlackRock
T. Rowe Price Associates

View all funds holding Broadcom