A detailed history of Invera Wealth Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 4,469 shares of AVGO stock, worth $1.53 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
4,469
Previous 4,730 5.52%
Holding current value
$1.53 Million
Previous $1.3 Million 13.12%
% of portfolio
0.97%
Previous 0.91%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

SELL
$264.74 - $369.57 $69,097 - $96,457
-261 Reduced 5.52%
4,469 $1.47 Million
Q2 2025

Oct 29, 2025

SELL
$146.29 - $275.65 $24,430 - $46,033
-167 Reduced 3.41%
4,730 $1.3 Million
Q1 2025

Oct 29, 2025

SELL
$167.43 - $244.7 $334,860 - $489,400
-2,000 Reduced 29.0%
4,897 $819,000
Q1 2025

May 02, 2025

SELL
$167.43 - $244.7 $262,362 - $383,444
-1,567 Reduced 18.51%
6,897 $1.15 Million
Q4 2024

Feb 03, 2025

SELL
$159.67 - $250.0 $111,928 - $175,250
-701 Reduced 7.65%
8,464 $1.96 Million
Q3 2024

Nov 12, 2024

BUY
$136.27 - $1745.86 $1.12 Million - $14.4 Million
8,249 Added 900.55%
9,165 $1.58 Million
Q2 2024

Aug 06, 2024

BUY
$1204.71 - $1828.87 $96,376 - $146,309
80 Added 9.57%
916 $1.47 Million
Q1 2024

Apr 22, 2024

SELL
$1049.01 - $1407.01 $75,528 - $101,304
-72 Reduced 7.93%
836 $1.11 Million
Q4 2023

Apr 22, 2024

BUY
$814.83 - $1147.0 $58,667 - $82,584
72 Added 8.61%
908 $1.01 Billion
Q4 2023

Jan 16, 2024

BUY
$814.83 - $1147.0 $739,865 - $1.04 Million
908 New
908 $1.01 Million

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $139B
  • Description
  • Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-...
More about AVGO
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