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Broadridge Financial Solutions shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by MorganRosel 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $768k 3.4k 226.09
2024-09-30 $592k 2.8k 215.03
2024-06-30 $612k 3.1k 197.00
2024-03-31 $848k 4.1k 204.86

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Core Plus Bond Etf Etf (VPLS)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard Small Cap Value Etf Etf (VBR)
Vanguard U.s. Value Factor Etf Etf (VFVA)

View all positions for MorganRosel Wealth Management

Top funds holding Broadridge Financial Solutions

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

View all funds holding Broadridge Financial Solutions