Phillips Wealth Planners LLC Broadridge Financial Solutions, Inc. Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,169 shares of BR stock, worth $242,661. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,169
Previous 1,237
5.5%
Holding current value
$242,661
Previous $239 Million
2.1%
% of portfolio
0.25%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding BR
# of Institutions
991Shares Held
108MCall Options Held
60.4KPut Options Held
53.8K-
Vanguard Group Inc Valley Forge, PA14.3MShares$2.97 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY10.1MShares$2.1 Billion0.05% of portfolio
-
Morgan Stanley New York, NY5.72MShares$1.19 Billion0.09% of portfolio
-
State Street Corp Boston, MA5.13MShares$1.06 Billion0.04% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD4.02MShares$835 Million0.09% of portfolio
About BROADRIDGE FINANCIAL SOLUTIONS, INC.
- Ticker BR
- Exchange NYSE
- Sector Technology
- Industry Information Technology Services
- Shares Outstandng 154,460,992
- Market Cap $32.1B
- 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...