Aventura Private Wealth, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2074418
AVENTURA, FL
Position in BR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,353
-$1,558 QoQ
Shares Held
61
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#924
of 1,002 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Aventura Private Wealth, LLC holds $1,604,349 across 10 Information Technology Services names. BR ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,985 | $1,401,831 | |
| 2 | ACN |
Accenture plc
|
1,358 | $168,989 | |
| 3 | IT |
Gartner Inc
|
84 | $10,888 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
61 | $8,353 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
297 | $3,359 | |
| 6 | SAIC |
Science Applications International Corp
|
30 | $3,312 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
71 | $2,749 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
62 | $2,410 |
All Filings in BR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,353 | 61 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,911 | 61 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,381 | 51 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $12,146 | 51 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||