Institutional Owners for AVGO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SAGE PRIVATE WEALTH GROUP LLC | COM | 2451 | $301,000 | 678 | 0.40 | 0.23 | 346 | 104.22 | 09-30-2022 |
| FINANCIAL & TAX ARCHITECTS LLC | COM | 2452 | $755,757 | 677 | 0.00 | 677 | +Inf | 12-31-2023 | |
| VALMARK ADVISERS INC | COM | 2453 | $755,886 | 677 | 0.00 | 0.00 | 315 | 87.02 | 12-31-2023 |
| VIRTUS ETF ADVISERS LLC | COM | 2454 | $754,585 | 676 | 0.00 | 0.00 | -549 | -44.82 | 12-31-2023 |
