A detailed history of True Wealth Design, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 7 shares of BR stock, worth $1,603. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7
Previous 5 40.0%
Holding current value
$1,603
Previous $1.03 Million 34.54%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$190.46 - $207.24 $380 - $414
2 Added 40.0%
7 $1.38 Million
Q1 2024

May 14, 2024

BUY
$193.56 - $208.96 $387 - $417
2 Added 66.67%
5 $1.03 Million
Q4 2022

Feb 15, 2023

BUY
$132.57 - $152.46 $397 - $457
3 New
3 $402,000

Others Institutions Holding BR

About BROADRIDGE FINANCIAL SOLUTIONS, INC.


  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $35.4B
  • 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...
More about BR
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