Transform Wealth, LLC Broadridge Financial Solutions, Inc. Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 40,352 shares of BR stock, worth $9.27 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
40,352
Previous 39,734
1.56%
Holding current value
$9.27 Million
Previous $7.83 Million
10.8%
% of portfolio
0.59%
Previous 0.6%
Shares
10 transactions
Others Institutions Holding BR
# of Institutions
1,081Shares Held
106MCall Options Held
171KPut Options Held
29.4K-
Vanguard Group Inc Valley Forge, PA14.2MShares$3.27 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY10.1MShares$2.33 Billion0.05% of portfolio
-
Morgan Stanley New York, NY5.35MShares$1.23 Billion0.08% of portfolio
-
State Street Corp Boston, MA5.18MShares$1.19 Billion0.05% of portfolio
-
Janus Henderson Group PLC London, X03.24MShares$743 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 $35.5B
- 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...