A detailed history of Simplicity Wealth,Llc transactions in Broadridge Financial Solutions, Inc. stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,953 shares of BR stock, worth $900,256. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,953
Previous 15,995 75.29%
Holding current value
$900,256
Previous $3.15 Million 73.06%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 09, 2024

SELL
$196.56 - $218.55 $2.37 Million - $2.63 Million
-12,042 Reduced 75.29%
3,953 $849,000
Q2 2024

Jul 10, 2024

BUY
$190.46 - $207.24 $18,665 - $20,309
98 Added 0.62%
15,995 $3.15 Million
Q1 2024

Apr 24, 2024

BUY
$193.56 - $208.96 $2.62 Million - $2.83 Million
13,549 Added 577.04%
15,897 $3.26 Million
Q4 2023

Jan 29, 2024

BUY
$167.38 - $205.83 $393,008 - $483,288
2,348 New
2,348 $483,000

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 $35.2B
  • 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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.