LVW Advisors’s Broadridge BR Stock Holding History

LVW Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.25M	Buy
2025 Q2	$1.27M	Buy
2025 Q1	$1.06M	Buy
2024 Q4	$898K	Buy
2024 Q3	$800K	Buy
2024 Q2	$507K	Buy
2024 Q1	$452K	Buy
2023 Q4	$259K	Buy