San Luis Wealth Advisors LLC Broadridge Financial Solutions, Inc. Transaction History

San Luis Wealth Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$133.03 - $153.58 $396,828 - $458,129	-2,983 Reduced 20.54%	11,537 $1.69 Million
Q4 2022 Feb 02, 2023	BUY	$132.57 - $152.46 $1.92 Million - $2.21 Million	14,520 New	14,520 $1.95 Million
Q2 2022 Aug 10, 2022	SELL	$133.41 - $160.84 $54,031 - $65,140	-405 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$140.89 - $180.95 $57,060 - $73,284	405 New	405 $74,000
Q4 2021 Feb 14, 2022	SELL	$162.55 - $184.48 $246,750 - $280,040	-1,518 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$162.51 - $176.99 $246,690 - $268,670	1,518 New	1,518 $253,000

1,080

106M

171K

29.4K

Ticker BR
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 154,460,992
Market Cap $35.1B
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...

Get notified when there are updates to the investment portfolio of San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on San Luis Wealth Advisors LLC with notifications on news.