A detailed history of Rooted Wealth Advisors, Inc. transactions in Broadcom Inc. stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 2,994 shares of AVGO stock, worth $671,584. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,994
Previous 2,231 34.2%
Holding current value
$671,584
Previous $358,000 46.37%
% of portfolio
0.23%
Previous 0.16%

Shares

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

Nov 12, 2024

BUY
$136.27 - $1745.86 $103,974 - $1.33 Million
763 Added 34.2%
2,994 $524,000
Q2 2024

Jul 25, 2024

BUY
$1204.71 - $1828.87 $2.43 Million - $3.69 Million
2,018 Added 947.42%
2,231 $358,000
Q1 2024

Apr 17, 2024

BUY
$1049.01 - $1407.01 $19,931 - $26,733
19 Added 9.79%
213 $285,000
Q4 2023

Feb 07, 2024

BUY
$814.83 - $1147.0 $158,077 - $222,518
194 New
194 $237,000

Others Institutions Holding AVGO

About Broadcom Inc.


  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $90.8B
  • 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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