A detailed history of Arkadios Wealth Advisors transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 1,719 shares of BR stock, worth $389,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,719
Previous 1,008 70.54%
Holding current value
$389,147
Previous $244,000 70.9%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$217.22 - $246.25 $154,443 - $175,083
711 Added 70.54%
1,719 $417,000
Q1 2025

May 08, 2025

BUY
$221.46 - $244.83 $223,231 - $246,788
1,008 New
1,008 $244,000
Q4 2021

Feb 03, 2022

SELL
$162.55 - $184.48 $46,651 - $52,945
-287 Closed
0 $0
Q3 2021

Oct 19, 2021

SELL
$162.51 - $176.99 $8,613 - $9,380
-53 Reduced 15.59%
287 $47,000
Q2 2021

Jul 28, 2021

BUY
$154.37 - $165.63 $37,203 - $39,916
241 Added 243.43%
340 $55,000
Q1 2021

Apr 26, 2021

SELL
$139.17 - $157.31 $556 - $629
-4 Reduced 3.88%
99 $15,000
Q4 2020

Feb 09, 2021

SELL
$133.41 - $153.88 $32,552 - $37,546
-244 Reduced 70.32%
103 $15,000
Q3 2020

Nov 10, 2020

SELL
$125.12 - $143.13 $375 - $429
-3 Reduced 0.86%
347 $49.8 Million
Q2 2020

Aug 10, 2020

BUY
$91.32 - $127.49 $31,961 - $44,621
350 New
350 $44.4 Million

Others Institutions Holding BR

About BROADRIDGE FINANCIAL SOLUTIONS, INC.


  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $35B
  • Description
  • Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; an...
More about BR
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.