A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 19,626 shares of BR stock, worth $4.66 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,626
Previous 19,393 1.2%
Holding current value
$4.66 Million
Previous $4.17 Million 6.48%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025

BUY
$209.64 - $236.44 $48,846 - $55,090
233 Added 1.2%
19,626 $4.44 Million
Q3 2024

Oct 23, 2024

SELL
$196.56 - $218.55 $3.36 Million - $3.74 Million
-17,111 Reduced 46.87%
19,393 $4.17 Million
Q2 2024

Jul 16, 2024

BUY
$190.46 - $207.24 $1.27 Million - $1.39 Million
6,690 Added 22.44%
36,504 $7.19 Million
Q1 2024

Apr 15, 2024

BUY
$193.56 - $208.96 $2.68 Million - $2.89 Million
13,851 Added 86.77%
29,814 $6.11 Million
Q4 2023

Jan 30, 2024

SELL
$167.38 - $205.83 $23,265 - $28,610
-139 Reduced 0.86%
15,963 $3.28 Million
Q3 2023

Nov 13, 2023

BUY
$163.3 - $189.0 $2.29 Million - $2.64 Million
13,993 Added 663.49%
16,102 $2.88 Million
Q2 2023

Jul 21, 2023

SELL
$139.94 - $165.63 $59,614 - $70,558
-426 Reduced 16.8%
2,109 $349,000
Q1 2023

Apr 25, 2023

BUY
$133.03 - $153.58 $337,231 - $389,325
2,535 New
2,535 $371,000
Q1 2019

Apr 30, 2019

SELL
$93.65 - $104.35 $1.2 Million - $1.34 Million
-12,864 Closed
0 $0
Q4 2018

Feb 04, 2019

BUY
$91.79 - $130.07 $461,887 - $654,512
5,032 Added 64.25%
12,864 $1.3 Million
Q3 2018

Nov 02, 2018

SELL
$112.56 - $137.72 $1.06 Million - $1.3 Million
-9,406 Reduced 54.57%
7,832 $881,000
Q2 2018

Jul 30, 2018

BUY
$106.55 - $119.63 $1.84 Million - $2.06 Million
17,238 New
17,238 $2.02 Million
Q1 2018

Apr 26, 2018

SELL
$90.62 - $109.69 $2.45 Million - $2.97 Million
-27,072 Closed
0 $0
Q4 2017

Jan 19, 2018

BUY
$81.1 - $91.61 $2.2 Million - $2.48 Million
27,072
27,072 $2.55 Million

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 $36.7B
  • 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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.