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Broadridge Financial Solutions shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $32k 149 215.03
2024-06-30 $1.4k 7 197.00
2024-03-31 $1.0k 5 205.00
2023-12-31 $618 3 206.00
2023-09-30 $537 3 179.33
2023-06-30 $497 3 165.67
2023-03-31 $440 3 146.67
2022-12-31 $402 3 134.00