Institutional Owners for AVGO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OV MANAGEMENT LLC | COM | 2251 | $1,059,321 | 949 | 0.00 | 949 | +Inf | 12-31-2023 | |
| OCTAVIA WEALTH ADVISORS LLC | COM | 2252 | $1,251,796 | 944 | 0.00 | 0.00 | -118 | -11.11 | 03-31-2024 |
| FORVIS WEALTH ADVISORS LLC | COM | 2253 | $1,251,469 | 944 | 0.00 | 0.00 | 267 | 39.44 | 03-31-2024 |
| LEWIS ASSET MANAGEMENT LLC | COM | 2254 | $1,248,643 | 942 | 0.00 | 0.00 | -59 | -5.89 | 03-31-2024 |
