True Wealth Advisors, LLC Broadridge Financial Solutions, Inc. Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
A detailed history of True Wealth Advisors, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, True Wealth Advisors, LLC holds 1,236 shares of BR stock, worth $249,820. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,236
Previous 1,842
32.9%
Holding current value
$249,820
Previous $378,000
33.07%
% of portfolio
0.11%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding BR
# of Institutions
993Shares Held
106MCall Options Held
55.5KPut Options Held
117K-
Vanguard Group Inc Valley Forge, PA14MShares$2.83 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY9.72MShares$1.97 Billion0.05% of portfolio
-
Morgan Stanley New York, NY6.02MShares$1.22 Billion0.1% of portfolio
-
State Street Corp Boston, MA4.88MShares$987 Million0.05% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD4.17MShares$842 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 $31.2B
- 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...