Number of Shares
11,271.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
0.95%
Total Estimate Gain
$815,456.85
% of Total Estimate Gain
33.44%

Trinity Financial Advisors LLC's Broadcom Inc Holding Summary

As of 2025-06-30, Trinity Financial Advisors LLC held 11,271.00 shares of Broadcom Inc(AVGO), totaling $3.11 Mil. This investment constitutes 0.95% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2025Q2. And since then Trinity Financial Advisors LLC has made 1 purchases of AVGO, at an average price of $216.36, for a total of 11,271.00 shares. Based on historical transaction data and AVGO's current price of $288.71, Trinity Financial Advisors LLC's estimated gain on his AVGO holdings is $815,456.85, reflecting a 33.44% gain to date.

Trinity Financial Advisors LLC AVGO ($288.71) Holding Chart

Trinity Financial Advisors LLC AVGO ($288.71) 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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