Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$108.43 - $117.74 $394,359 - $428,220	3,637 New	3,637 $418,000

Others Institutions Holding ITA

# of Institutions

722

Shares Held

18.7M

Call Options Held

315K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$622 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$289 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$151 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$112 Million
0.02% of portfolio

About ISHARES TR

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