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Advisor OS’s Broadridge BR Stock Holding History

Advisor OS’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$303K Buy
1,248
+27
+2% +$6.56K 0.03% 352
2025
Q1 		$296K Buy
1,221
+87
+8% +$21.1K 0.03% 329
2024
Q4 		$256K Buy
+1,134
New +$256K 0.03% 354