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Broadcom shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Broadcom

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All positions including Broadcom held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $342k 258 1325.41
2023-12-31 $223k 200 1116.25

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Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Broadcom

Vanguard Group
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Susquehanna International
Jennison Associates
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
Charles Schwab Investment Management
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas

View all funds holding Broadcom