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Broadridge Financial Solutions shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $124k 600 205.75
2023-09-30 $107k 600 179.05
2023-06-30 $99k 600 165.63
2023-03-31 $88k 600 146.57
2022-12-31 $83k 618 134.13
2021-12-31 $110k 602 182.72

More positions owned by Cassady Schiller Wealth Management

Vanguard Value ETF Etf (VTV)
Vanguard S&P 500 Etf Etf (VOO)
Procter & Gamble Company (PG)
Vanguard Growth Etf Etf (VUG)
iShares Short Maturity Bond ETF Etf (NEAR)
Vanguard Mid-Cap Value ETF (VOE)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)
Apple (AAPL)
U.S. Bancorp (USB)
iShares Russell 3000 Index (IWV)
Cintas Corporation (CTAS)
Vanguard Mid-Cap Growth ETF (VOT)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Fayez Sarofim & Co
Parnassus Investments

View all funds holding Broadridge Financial Solutions