SPIS
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Steward Partners Investment Solutions’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$5.35M Buy
4,036
+2,061
+104% +$2.73M 0.9% 25
2023
Q4
$2.2M Buy
+1,975
New +$2.2M 0.92% 26