Lyell Wealth Management’s Broadridge BR Stock Holding History

Lyell Wealth Management’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 Q2	$9.27M	Buy
2025 Q1	$8.73M	Buy
2024 Q4	$6.78M	Buy
2024 Q3	$4.22M	Buy