SVB WEALTH LLC AVGO Holdings History

Number of Shares
359,794.00
Current Holdings Value*
$60.24 Mil
% of Portfolio
2.48%
Total Estimate Gain
$110.78 Mil
% of Total Estimate Gain
78.22%

SVB WEALTH LLC's Broadcom Inc Holding Summary

As of 2025-03-31, SVB WEALTH LLC held 359,794.00 shares of Broadcom Inc(AVGO), totaling $60.24 Mil. This investment constitutes 2.48% of their stock portfolio, and SVB WEALTH LLC now holds 0.01% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2015Q1. And since then SVB WEALTH LLC has made 14 purchases of AVGO, at an average price of $44.71, for a total of 3.17 Mil shares. In addition, there have been 17 sales at an average price of $54.63 for 2.81 Mil shares. Based on historical transaction data and AVGO's current price of $275.18, SVB WEALTH LLC's estimated gain on his AVGO holdings is $110.78 Mil, reflecting a 78.22% gain to date.

SVB WEALTH LLC AVGO ($275.18) Holding Chart

SVB WEALTH LLC AVGO ($275.18) 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 %

Top Ranked Articles

  • 1