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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

AVGO holding history

Broadcom Inc. in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2025 holdings

Shares (Q2 2025)
68,993
Value
$19.0M
% of portfolio
0.4%
Quarters held
14
Since Q1 2022
Holdings of AVGO by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202568,993$19.0M0.4%−77,108−52.8%ReducedHolders
Q1 2025146,101$24.5M0.3%−6,116−4.0%ReducedHolders
Q4 2024152,217$35.3M0.4%−18,990−11.1%ReducedHolders
Q3 2024171,207$29.5M0.3%−5,283−3.0%ReducedConverted for a 10-for-1 splitHolders
Q2 202417,649$28.3M0.3%+578+3.4%AddedHolders
Q1 202417,071$22.7M0.3%−550−3.1%ReducedHolders
Q4 202317,621$19.7M0.2%+691+4.1%AddedHolders
Q3 202316,930$14.1M0.2%+2,211+15.0%AddedHolders
Q2 202314,719$12.8M0.2%−139−0.9%ReducedHolders
Q1 202314,858$9.53M0.1%−455−3.0%ReducedHolders
Q4 202215,313$8.56M0.1%+1,069+7.5%AddedHolders
Q3 202214,244$6.32M0.1%+274+2.0%AddedHolders
Q2 202213,970$6.79M0.1%+3,224+30.0%AddedHolders
Q1 202210,746$6.77M0.1%–No prior filingHolders