Smallwood Wealth Investment Management, LLC Broadridge Financial Solutions, Inc. Transaction History
Smallwood Wealth Investment Management, LLC
- $142 Million
- Q4 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 2,800 shares of BR stock, worth $653,940. This represents 0.45% of its overall portfolio holdings.
Number of Shares
2,800
Previous 3,552
21.17%
Holding current value
$653,940
Previous $763,000
17.04%
% of portfolio
0.45%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding BR
# of Institutions
1,085Shares Held
105MCall Options Held
171KPut Options Held
32.2K-
Vanguard Group Inc Valley Forge, PA14.2MShares$3.32 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY10.1MShares$2.37 Billion0.05% of portfolio
-
Morgan Stanley New York, NY5.35MShares$1.25 Billion0.08% of portfolio
-
State Street Corp Boston, MA5.18MShares$1.21 Billion0.05% of portfolio
-
Janus Henderson Group PLC London, X03.24MShares$756 Million0.37% of portfolio
About BROADRIDGE FINANCIAL SOLUTIONS, INC.
- Ticker BR
- Exchange NYSE
- Sector Technology
- Industry Information Technology Services
- Shares Outstandng 154,460,992
- Market Cap $36.1B
- 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...