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Broadcom shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $194k 121 1602.12
2024-03-31 $135k 102 1321.53
2023-09-30 $67k 81 827.52
2023-06-30 $80k 93 864.65
2023-03-31 $45k 70 638.80

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Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Broadcom

Vanguard Group
BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Susquehanna International
FMR
Northern Trust
Nuveen Asset Management
Invesco

View all funds holding Broadcom