A detailed history of Invera Wealth Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 9,165 shares of AVGO stock, worth $1.51 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
9,165
Previous 916 900.55%
Holding current value
$1.51 Million
Previous $1.47 Million 7.55%
% of portfolio
1.65%
Previous 1.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$136.27 - $1745.86 $1.12 Million - $14.4 Million
8,249 Added 900.55%
9,165 $1.58 Million
Q2 2024

Aug 06, 2024

BUY
$1204.71 - $1828.87 $96,376 - $146,309
80 Added 9.57%
916 $1.47 Million
Q1 2024

Apr 22, 2024

SELL
$1049.01 - $1407.01 $75,528 - $101,304
-72 Reduced 7.93%
836 $1.11 Million
Q4 2023

Apr 22, 2024

BUY
$814.83 - $1147.0 $58,667 - $82,584
72 Added 8.61%
908 $1.01 Billion
Q4 2023

Jan 16, 2024

BUY
$814.83 - $1147.0 $739,865 - $1.04 Million
908 New
908 $1.01 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $66.5B
  • Description
  • Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-...
More about AVGO
Track This Portfolio

Track Invera Wealth Advisors, LLC Portfolio

Follow Invera Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invera Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invera Wealth Advisors, LLC with notifications on news.