Avidian Wealth Solutions, LLC Closed Holding Positions

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2022 Filed on Jul 29, 2022
19,219
$91.51 - $110.2 $1.76M - $2.12M
BKR
Baker Hughes CO

Energy
Q2 2022 Filed on Jul 29, 2022
6,416
$28.47 - $37.82 $183K - $243K
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Jul 29, 2022
2,326
$85.56 - $102.18 $199K - $238K
DOMO
Domo, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
4,600
$23.78 - $57.17 $109K - $263K
Therapeuticsmd Inc
Q2 2022 Filed on Jul 29, 2022
10,873
N/A
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q2 2022 Filed on Jul 29, 2022
4,731
$29.29 - $46.69 $139K - $221K
CNC
Centene Corp

Healthcare
Q2 2022 Filed on Jul 29, 2022
4,409
$75.7 - $89.01 $334K - $392K
Cerner Corp
Q2 2022 Filed on Jul 29, 2022
2,719
N/A
CCMP
Cmc Materials, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
1,190
$169.88 - $183.25 $202K - $218K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
15,000
$57.59 - $79.41 $864K - $1.19M
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
Q2 2022 Filed on Jul 29, 2022
12,725
$19.53 - $23.78 $249K - $303K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
Q2 2022 Filed on Jul 29, 2022
7,083
$22.56 - $32.03 $160K - $227K
LTHM
Livent Corp.

Basic Materials
Q2 2022 Filed on Jul 29, 2022
9,000
$20.66 - $34.49 $186K - $310K
GS
Goldman Sachs Group Inc

Financial Services
Q2 2022 Filed on Jul 29, 2022
884
$279.79 - $341.06 $247K - $301K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
6,850
$26.91 - $44.24 $184K - $303K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
Q2 2022 Filed on Jul 29, 2022
13,362
$46.35 - $71.38 $619K - $954K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2022 Filed on Jul 29, 2022
5,903
$32.29 - $37.71 $191K - $223K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2022 Filed on Jul 29, 2022
7,268
$14.87 - $30.55 $108K - $222K
HIMX
Himax Technologies, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
15,500
$7.48 - $11.02 $116K - $171K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
3,201
$74.48 - $91.47 $238K - $293K
MOS
Mosaic CO

Basic Materials
Q2 2022 Filed on Jul 29, 2022
35,000
$45.24 - $78.15 $1.58M - $2.74M
STEM
Stem, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
141,301
$6.27 - $12.15 $886K - $1.72M
Invesco Mortgage Capital Inc
Q2 2022 Filed on Jul 29, 2022
30,287
N/A
SMTSF
Sierra Metals, Inc. Ordinary S
Q2 2022 Filed on Jul 29, 2022
12,307
N/A
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
2,329
N/A
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q2 2022 Filed on Jul 29, 2022
15,710
$13.57 - $15.02 $213K - $236K
SRLN
Ssga Active Trust

ETFs
Q2 2022 Filed on Jul 29, 2022
85,210
$41.64 - $45.06 $3.55M - $3.84M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q2 2022 Filed on Jul 29, 2022
54,081
$3.82 - $4.63 $207K - $250K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q2 2022 Filed on Jul 29, 2022
3,381
$119.48 - $169.15 $404K - $572K
Mfa Finl Inc
Q2 2022 Filed on Jul 29, 2022
18,575
N/A
PSN
Parsons Corp

Industrials
Q2 2022 Filed on Jul 29, 2022
8,006
$35.11 - $41.81 $281K - $335K
TTE
Total Energies Se

Energy
Q1 2022 Filed on May 10, 2022
6,032
$48.81 - $60.03 $294K - $362K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2022 Filed on May 10, 2022
55,676
$72.34 - $85.19 $4.03M - $4.74M
TD
Toronto Dominion Bank

Financial Services
Q1 2022 Filed on May 10, 2022
2,714
$74.69 - $85.0 $203K - $231K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on May 10, 2022
14,986
$48.35 - $50.5 $725K - $757K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
18,057
$6.27 - $7.7 $113K - $139K
MFC
Manulife Financial Corp

Financial Services
Q1 2022 Filed on May 10, 2022
10,970
$19.2 - $21.91 $211K - $240K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2022 Filed on May 10, 2022
6,822
$41.02 - $63.33 $280K - $432K
EMF
Templeton Emerging Markets Fund

Financial Services
Q1 2022 Filed on May 10, 2022
15,550
$12.5 - $16.66 $194K - $259K
NWLI
National Western Life Group, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
1,065
$206.39 - $221.0 $220K - $235K
IRT
Independence Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 10, 2022
22,046
$21.99 - $26.84 $485K - $592K
VHT
Vanguard Health Care ETF

ETFs
Q1 2022 Filed on May 10, 2022
1,672
$235.27 - $264.71 $393K - $443K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 10, 2022
3,084
$50.93 - $72.96 $157K - $225K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
7,500
$39.9 - $61.33 $299K - $460K
AKTS
Akoustis Technologies, Inc.

Technology
Q1 2022 Filed on May 10, 2022
41,000
$4.84 - $7.01 $198K - $287K
VFF
Village Farms International, Inc.

Consumer Defensive
Q1 2022 Filed on May 10, 2022
10,000
$4.19 - $7.08 $41.9K - $70.8K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
1,751
$126.46 - $235.05 $221K - $412K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 10, 2022
13,488
$72.45 - $85.55 $977K - $1.15M
MBSD
Flexshares Tr Disciplined Dura

ETFs
Q1 2022 Filed on May 10, 2022
12,634
$21.87 - $23.12 $276K - $292K
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