A detailed history of Geo Wealth Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Geo Wealth Management, LLC holds 297 shares of BR stock, worth $68,381. This represents 0.0% of its overall portfolio holdings.

Number of Shares
297
Previous 481 38.25%
Holding current value
$68,381
Previous $94,000 32.98%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$196.56 - $218.55 $36,167 - $40,213
-184 Reduced 38.25%
297 $63,000
Q2 2024

Aug 12, 2024

SELL
$190.46 - $207.24 $17,522 - $19,066
-92 Reduced 16.06%
481 $94,000
Q1 2024

May 15, 2024

SELL
$193.56 - $208.96 $110,909 - $119,734
-573 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$193.56 - $208.96 $39,486 - $42,627
204 Added 55.28%
573 $117,000
Q4 2023

Feb 13, 2024

BUY
$167.38 - $205.83 $37,325 - $45,900
223 Added 152.74%
369 $75,000
Q3 2023

Nov 13, 2023

BUY
$163.3 - $189.0 $23,841 - $27,594
146 New
146 $26,000

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 $35.6B
  • 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
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