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Omnitrust Wealth Management, Inc → AVGO

Omnitrust Wealth Management, Inc AVGO Position History

Broadcom Inc.

Quarters held
8
Latest value
$197K
Q3 2026
Peak value
$836K
First seen
Q2 2025

Dollar value over time

Show data table
PeriodPosition value
Q2 2025$764K
Q2 2025$192K
Q4 2025$726K
Q4 2025$203K
Q1 2026$596K
Q1 2026$159K
Q3 2026$836K
Q3 2026$197K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$197K561——
Q3 2026$836K2.4K——
Q1 2026$159K513——
Q1 2026$596K1.9K——
Q4 2025$203K586——
Q4 2025$726K2.1K——
Q2 2025$192K508——
Q2 2025$764K2.0K——

Other funds holding AVGO

Other Omnitrust Wealth Management, Inc positions

ETHA

INVESCO EXCH TRADED FD TR II

$10.7M
VGES

VANGUARD INDEX FDS

$9.9M
VGES

VANGUARD INDEX FDS

$9M
ETHA

ISHARES TR

$5.1M
VGES

VANGUARD INTL EQUITY INDEX F

$5.1M
VGES

VANGUARD INDEX FDS

$5M
ETHA

INVESCO EXCH TRADED FD TR II

$5M
VGES

VANGUARD INTL EQUITY INDEX F

$5M