Dogwood Wealth Management LLC Broadridge Financial Solutions, Inc. Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024
Number of Shares
0
Previous 0 NaN%
Holding current value
$0
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 28, 2025
BUY
$196.56 - $218.55 $0 - $0
0 New
0 $3,000
Q1 2024

Feb 28, 2025
BUY
$193.56 - $208.96 $0 - $0
0 New
0 $2,000
Q4 2023

Feb 28, 2025
BUY
$167.38 - $205.83 $0 - $0
0 New
0 $4,000

Others Institutions Holding BR

# of Institutions
1,127
Shares Held
107M
Call Options Held
85.6K
Put Options Held
22.5K
View Full List

About BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR Quotes by TradingView
  • Ticker BR
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 154,460,992
  • Market Cap $37.3B
  • 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 Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management 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 Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email