Avidian Wealth Solutions, LLC Closed Holding Positions

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BLDE
Blade Air Mobility, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
10,000
$7.97 - $11.1 $79.7K - $111K
UP
Wheels Up Experience Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
10,010
$4.15 - $8.1 $41.5K - $81.1K
UXIN
Uxin LTD

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
16,690
$1.33 - $2.77 $22.2K - $46.2K
LAB
Standard Biotools Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
59,000
$3.63 - $6.13 $214K - $362K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
15,395
$22.59 - $55.52 $348K - $855K
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
33,948
$8.31 - $14.92 $282K - $507K
TER
Teradyne, Inc

Technology
Q3 2021 Filed on Nov 10, 2021
17,000
$109.17 - $129.38 $1.86M - $2.2M
AFRM
Affirm Holdings, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
8,500
$55.86 - $128.37 $475K - $1.09M
STM
St Microelectronics N.V.

Technology
Q3 2021 Filed on Nov 10, 2021
18,000
$36.43 - $47.24 $656K - $850K
AEYE
Audioeye Inc

Technology
Q3 2021 Filed on Nov 10, 2021
14,500
$9.5 - $16.92 $138K - $245K
NUE
Nucor Corp

Basic Materials
Q3 2021 Filed on Nov 10, 2021
31,000
$90.04 - $126.17 $2.79M - $3.91M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2021 Filed on Nov 10, 2021
56,390
$65.5 - $70.6 $3.69M - $3.98M
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 10, 2021
17,873
N/A
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
1,415
$257.41 - $401.12 $364K - $568K
VRM
Vroom, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
104,000
$22.07 - $42.98 $2.3M - $4.47M
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
2,740
$125.92 - $164.64 $345K - $451K
General Electric CO
Q3 2021 Filed on Nov 10, 2021
27,649
N/A
IRBT
Irobot Corp

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
3,000
$78.5 - $92.01 $236K - $276K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
2,342
$78.77 - $122.4 $184K - $287K
BETZ
Listed Fds Trroundhill Sports
Q3 2021 Filed on Nov 10, 2021
9,658
N/A
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
18,000
$15.35 - $21.27 $276K - $383K
FCEL
Fuelcell Energy Inc

Industrials
Q3 2021 Filed on Nov 10, 2021
77,000
$5.58 - $8.6 $430K - $662K
Medallia Inc
Q3 2021 Filed on Nov 10, 2021
9,800
N/A
Anaplan Inc
Q3 2021 Filed on Nov 10, 2021
13,500
N/A
POSH
Poshmark, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
6,800
$23.59 - $44.76 $160K - $304K
Soaring Eagle Acquisition CO
Q3 2021 Filed on Nov 10, 2021
33,948
N/A
Weingarten Rlty Invs
Q3 2021 Filed on Nov 10, 2021
16,165
N/A
DOCU
Docusign, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
7,000
$256.89 - $310.05 $1.8M - $2.17M
LDI
Loan Depot, Inc.

Financial Services
Q3 2021 Filed on Nov 10, 2021
17,098
$6.77 - $12.82 $116K - $219K
BCOV
Brightcove Inc

Technology
Q3 2021 Filed on Nov 10, 2021
39,000
$10.99 - $14.43 $429K - $563K
SONY
Sony Group Corp

Technology
Q2 2021 Filed on Aug 09, 2021
2,710
$92.97 - $112.77 $252K - $306K
TSEM
Tower Semiconductor LTD

Technology
Q2 2021 Filed on Aug 09, 2021
8,000
$25.29 - $30.29 $202K - $242K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q2 2021 Filed on Aug 09, 2021
2,953
$95.36 - $96.62 $282K - $285K
SYRS
Syros Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 09, 2021
16,000
$5.01 - $7.48 $80.2K - $120K
Advanced Micro Devices Inc
Q2 2021 Filed on Aug 09, 2021
24,700
N/A
Star Peak Energy Transition
Q2 2021 Filed on Aug 09, 2021
53,411
N/A
Teradyne Inc
Q2 2021 Filed on Aug 09, 2021
16,000
N/A
Forum Merger Iii Corp
Q2 2021 Filed on Aug 09, 2021
13,000
N/A
Seagate Technology PLC
Q2 2021 Filed on Aug 09, 2021
4,900
N/A
Spdr S&P 500 ETF Tr
Q2 2021 Filed on Aug 09, 2021
19,200
N/A
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
Q2 2021 Filed on Aug 09, 2021
4,417
$47.92 - $67.93 $212K - $300K
Piedmont Lithium LTD
Q2 2021 Filed on Aug 09, 2021
6,000
N/A
Invitae Corp
Q2 2021 Filed on Aug 09, 2021
29,500
N/A
ROOT
Root, Inc.

Financial Services
Q2 2021 Filed on Aug 09, 2021
31,179
$8.38 - $13.47 $261K - $420K
Exone CO
Q2 2021 Filed on Aug 09, 2021
17,500
N/A
Vroom Inc
Q2 2021 Filed on Aug 09, 2021
11,000
N/A
BMRA
Biomerica Inc

Healthcare
Q2 2021 Filed on Aug 09, 2021
10,000
$3.41 - $5.9 $34.1K - $59K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2021 Filed on Aug 09, 2021
26,672
$141.9 - $151.95 $3.78M - $4.05M
Ishares Gold Tr
Q2 2021 Filed on Aug 09, 2021
13,852
N/A
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