Number of Shares
56,265.00
Current Holdings Value*
$17.41 Mil
% of Portfolio
1.32%
Total Estimate Gain
$13.19 Mil
% of Total Estimate Gain
112.06%

Ascentis Independent Advisors's Broadcom Inc Holding Summary

As of 2026-03-31, Ascentis Independent Advisors held 56,265.00 shares of Broadcom Inc(AVGO), totaling $17.41 Mil. This investment constitutes 1.32% of their stock portfolio, and Ascentis Independent Advisors now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2020Q4. And since then Ascentis Independent Advisors has made 11 purchases of AVGO, at an average price of $129.69, for a total of 90,725.00 shares. In addition, there have been 6 sales at an average price of $98.41 for 34,460.00 shares. Based on historical transaction data and AVGO's current price of $383.19, Ascentis Independent Advisors's estimated gain on his AVGO holdings is $13.19 Mil, reflecting a 112.06% gain to date.

Ascentis Independent Advisors AVGO ($383.19) Holding Chart

Ascentis Independent Advisors AVGO ($383.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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