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
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
20,425
$16.89 - $19.56 $345K - $400K
AGCO
Agco Corp

Industrials
Q1 2022 Filed on May 10, 2022
1,892
$113.35 - $148.65 $214K - $281K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
2,878
$81.92 - $103.92 $236K - $299K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
2,704
$64.28 - $91.3 $174K - $247K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
3,343
$74.28 - $107.31 $248K - $359K
FLT
Fleetcor Technologies Inc

Technology
Q1 2022 Filed on May 10, 2022
1,155
$219.13 - $252.0 $253K - $291K
DFAU
Dimensional ETF Tr

ETFs
Q1 2022 Filed on May 10, 2022
8,316
$29.18 - $33.24 $243K - $276K
CGC
Canopy Growth Corp

Healthcare
Q1 2022 Filed on May 10, 2022
22,108
$5.7 - $9.3 $126K - $206K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 10, 2022
3,985
$68.8 - $83.58 $274K - $333K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 10, 2022
719
$378.09 - $648.05 $272K - $466K
CE
Celanese Corp

Basic Materials
Q1 2022 Filed on May 10, 2022
1,237
$133.62 - $173.82 $165K - $215K
TDG
Trans Digm Group Inc

Industrials
Q1 2022 Filed on May 10, 2022
418
$591.97 - $684.29 $247K - $286K
TRMB
Trimble Inc.

Technology
Q1 2022 Filed on May 10, 2022
3,051
$63.54 - $86.68 $194K - $264K
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 10, 2022
21,600
$13.3 - $36.3 $287K - $784K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
7,453
$44.77 - $54.33 $334K - $405K
AI
C3.Ai, Inc.

Technology
Q1 2022 Filed on May 10, 2022
21,000
$16.91 - $32.3 $355K - $678K
SKLZ
Skillz Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
19,000
$2.15 - $7.66 $40.9K - $146K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
Q1 2022 Filed on May 10, 2022
7,800
$26.34 - $35.01 $205K - $273K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 10, 2022
17,549
$44.64 - $55.71 $783K - $978K
Draftkings Inc
Q1 2022 Filed on May 10, 2022
2,417
N/A
GH
Guardant Health, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
2,800
$48.25 - $100.49 $135K - $281K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
13,778
$15.38 - $23.72 $212K - $327K
PNR
Pentair PLC

Industrials
Q1 2022 Filed on May 10, 2022
3,584
$53.68 - $71.86 $192K - $258K
Draftkings Inc
Q1 2022 Filed on May 10, 2022
26,000
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 10, 2022
31,463
$13.13 - $14.91 $413K - $469K
NVTA
Invitae Corp

Healthcare
Q1 2022 Filed on May 10, 2022
43,000
$6.28 - $15.59 $270K - $670K
EPM
Evolution Petroleum Corp

Energy
Q1 2022 Filed on May 10, 2022
70,000
$5.18 - $7.89 $363K - $552K
SGFY
Signify Health, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
10,000
$11.42 - $18.39 $114K - $184K
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on May 10, 2022
18,978
$8.76 - $11.69 $166K - $222K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on May 10, 2022
2,060
$97.11 - $118.28 $200K - $244K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
134
$1313.6 - $1690.67 $176K - $227K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2022 Filed on May 10, 2022
4,796
$47.38 - $51.33 $227K - $246K
GPRO
Go Pro, Inc.

Technology
Q1 2022 Filed on May 10, 2022
38,000
$7.44 - $10.91 $283K - $415K
ZEN
Zendesk, Inc.

Technology
Q1 2022 Filed on May 10, 2022
2,165
$90.52 - $124.19 $196K - $269K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 10, 2022
1,579
$156.73 - $233.51 $247K - $369K
ABCL
Ab Cellera Biologics Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
12,600
$7.46 - $14.14 $94K - $178K
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 10, 2022
5
$13.3 - $36.3 $66.5 - $182
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
106,000
$2.0 - $4.9 $212K - $519K
PHR
Phreesia, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
7,000
$39.92 - $74.89 $279K - $524K
LGHL
Lion Group Holding LTD

Financial Services
Q4 2021 Filed on Feb 14, 2022
55,332
$1.2 - $2.41 $66.4K - $133K
MSGM
Motorsport Games Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
25,855
$3.1 - $15.6 $80.2K - $403K
BLDE
Blade Air Mobility, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
10,000
$7.97 - $11.1 $79.7K - $111K
Landmark Infrastrctur Partr
Q4 2021 Filed on Feb 14, 2022
10,700
N/A
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 14, 2022
38,000
$52.29 - $66.13 $1.99M - $2.51M
KOMP
Spdr S&P Kensho New Economies

ETFs
Q4 2021 Filed on Feb 14, 2022
82,222
$56.76 - $68.61 $4.67M - $5.64M
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Feb 14, 2022
7,067
$49.94 - $66.29 $353K - $468K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
15,395
$22.59 - $55.52 $348K - $855K
VICR
Vicor Corp

Technology
Q4 2021 Filed on Feb 14, 2022
4,000
$114.68 - $162.93 $459K - $652K
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
22,064
$15.9 - $24.77 $351K - $547K
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