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Broadridge Financial Solutions shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 1.6k 215.05
2024-06-30 $303k 1.5k 196.98
2024-03-31 $303k 1.5k 204.80
2022-09-30 $230k 1.6k 144.02

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Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple Call (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Grwt Allocat Etf (AOR)
American Centy Etf Tr Emerging Mkt Val (AVES)
NVIDIA Corporation (NVDA)

View all positions for BSW Wealth Partners

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Henderson Group
Geode Capital Management
Capital Research and Management Company - Division 3
T. Rowe Price Investment Management
T. Rowe Price Associates
Jensen Investment Management
Barclays
Mitsubishi UFJ Asset Management
Stifel Financial
Invesco

View all funds holding Broadridge Financial Solutions