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Broadridge Financial Solutions shares owned by Traphagen Investment Advisors

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Traphagen Investment Advisors from 13F filings

Historical chart of Traphagen Investment Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by Traphagen Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $258k 1.3k 205.80
2023-09-30 $225k 1.3k 179.08
2023-06-30 $208k 1.3k 165.65

More positions owned by Traphagen Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Fidelity Covington Trust Msci Utils Index (FUTY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20+ Year Tr Bd (TLTW)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Victory Portfolios Ii Shares Free Cash (VFLO)
Apple (AAPL)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)

View all positions for Traphagen Investment Advisors

Top funds holding Broadridge Financial Solutions

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

View all funds holding Broadridge Financial Solutions