Strategic Wealth Partners, Ltd. AVGO Holdings History

Number of Shares

88,932.00

$20.97 Mil

% of Portfolio

1.74%

Total Estimate Gain

$19.01 Mil

% of Total Estimate Gain

215.66%

Strategic Wealth Partners, Ltd.'s Broadcom Inc Holding Summary

As of 2024-12-31, Strategic Wealth Partners, Ltd. held 88,932.00 shares of Broadcom Inc(AVGO), totaling $20.97 Mil. This investment constitutes 1.74% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 18 purchases of AVGO, at an average price of $65.68, for a total of 134,182.00 shares. In addition, there have been 6 sales at an average price of $57.28 for 45,250.00 shares. Based on historical transaction data and AVGO's current price of $283.69, Strategic Wealth Partners, Ltd.'s estimated gain on his AVGO holdings is $19.01 Mil, reflecting a 215.66% gain to date.

Strategic Wealth Partners, Ltd. AVGO ($283.69) Holding Chart

Strategic Wealth Partners, Ltd. AVGO ($283.69) Quarterly Buys and Sells

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

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