BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 1,147 Value ($000) $254 Avg Close $219.85 Range $204.19 - $233.38
Q3 2024
Shares 1,151 Value ($000) $252 Avg Close $204.45 Range $191.07 - $218.59
Q2 2024
Shares 1,169 Value ($000) $234 Avg Close $193.07 Range $183.16 - $201.88
Q1 2024
Shares 1,237 Value ($000) $239 Avg Close $195.53 Range $185.89 - $203.69
Q4 2023
Shares 1,259 Value ($000) $253 Avg Close $178.14 Range $160.87 - $200.83
Q3 2023
Shares 1,287 Value ($000) $226 Avg Close $170.29 Range $155.50 - $182.36
Q2 2023
Shares 1,292 Value ($000) $214 Avg Close $144.85 Range $133.26 - $159.51