Smallwood Wealth Investment Management, LLC Broadridge Financial Solutions, Inc. Transaction History
Smallwood Wealth Investment Management, LLC
- $126 Million
- Q2 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 3,540 shares of BR stock, worth $752,710. This represents 0.55% of its overall portfolio holdings.
Number of Shares
3,540
Previous 3,114
13.68%
Holding current value
$752,710
Previous $637,000
9.42%
% of portfolio
0.55%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding BR
# of Institutions
996Shares Held
106MCall Options Held
55.5KPut Options Held
117K-
Vanguard Group Inc Valley Forge, PA14MShares$2.97 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY9.72MShares$2.07 Billion0.05% of portfolio
-
Morgan Stanley New York, NY6.02MShares$1.28 Billion0.1% of portfolio
-
State Street Corp Boston, MA4.88MShares$1.04 Billion0.05% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD4.17MShares$886 Million0.1% of portfolio
About BROADRIDGE FINANCIAL SOLUTIONS, INC.
- Ticker BR
- Exchange NYSE
- Sector Technology
- Industry Information Technology Services
- Shares Outstandng 154,460,992
- Market Cap $32.8B
- 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...