WealthPlan Investment Management »

Broadcom shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 16k 172.50
2023-09-30 $434k 523 830.58
2022-12-31 $289k 481 601.12
2022-09-30 $266k 514 517.24
2022-03-31 $288k 522 551.28

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Casey's General Stores (CASY)
Abbvie (ABBV)
Vaneck Etf Trust Clo Etf (CLOI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

Top funds holding Broadcom

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
BlackRock
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