Transform Wealth, LLC Broadridge Financial Solutions, Inc. Transaction History
Transform Wealth, LLC
- $1.02 Billion
- Q1 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 39,098 shares of BR stock, worth $7.82 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
39,098
Previous 36,808
6.22%
Holding current value
$7.82 Million
Previous $7.57 Million
5.76%
% of portfolio
0.78%
Previous 0.76%
Shares
8 transactions
Others Institutions Holding BR
# of Institutions
995Shares Held
106MCall Options Held
55.5KPut Options Held
117K-
Vanguard Group Inc Valley Forge, PA14MShares$2.8 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY9.72MShares$1.94 Billion0.05% of portfolio
-
Morgan Stanley New York, NY6.02MShares$1.2 Billion0.1% of portfolio
-
State Street Corp Boston, MA4.88MShares$977 Million0.05% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD4.17MShares$834 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 $30.9B
- 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...