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
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q4 2020 Filed on Feb 09, 2021
2,647
$74.64 - $90.68 $198K - $240K
ACRX
Acelrx Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Feb 09, 2021
63,000
$1.18 - $1.98 $74.3K - $125K
Unilever N V
Q4 2020 Filed on Feb 09, 2021
7,877
N/A
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2020 Filed on Feb 09, 2021
5,624
$53.17 - $62.19 $299K - $350K
EUO
Pro Shares Trust Ii

ETFs
Q4 2020 Filed on Feb 09, 2021
15,000
$22.25 - $24.74 $334K - $371K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q4 2020 Filed on Feb 09, 2021
60,428
$26.39 - $26.62 $1.59M - $1.61M
ALB
Albemarle Corp

Basic Materials
Q4 2020 Filed on Feb 09, 2021
3,000
$86.73 - $149.91 $260K - $450K
Flying Eagle Acquisition Cor
Q4 2020 Filed on Feb 09, 2021
17,275
N/A
BOIL
Pro Shares Trust Ii

ETFs
Q4 2020 Filed on Feb 09, 2021
10,470
$18.25 - $42.78 $191K - $448K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
12,000
$31.74 - $51.34 $381K - $616K
TER
Teradyne, Inc

Technology
Q4 2020 Filed on Feb 09, 2021
370
$78.62 - $120.59 $29.1K - $44.6K
PIPR
Piper Sandler Companies

Financial Services
Q4 2020 Filed on Feb 09, 2021
3,231
$73.44 - $105.65 $237K - $341K
Immunomedics Inc
Q4 2020 Filed on Feb 09, 2021
14,000
N/A
FDS
Factset Research Systems Inc

Financial Services
Q3 2020 Filed on Nov 06, 2020
978
$322.6 - $360.92 $316K - $353K
Houston Amern Energy Corp
Q3 2020 Filed on Nov 06, 2020
13,160
N/A
Willscot Corp
Q3 2020 Filed on Nov 06, 2020
32,868
N/A
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 06, 2020
11,878
$10.34 - $11.45 $123K - $136K
STE
Steris PLC

Healthcare
Q3 2020 Filed on Nov 06, 2020
2,010
$150.16 - $176.19 $302K - $354K
Proshares Tr Ii
Q3 2020 Filed on Nov 06, 2020
11,475
N/A
Proshares Tr
Q3 2020 Filed on Nov 06, 2020
10,000
N/A
MCO
Moodys Corp

Financial Services
Q3 2020 Filed on Nov 06, 2020
1,115
$271.15 - $304.49 $302K - $340K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q3 2020 Filed on Nov 06, 2020
35,517
$65.56 - $74.0 $2.33M - $2.63M
CIEN
Ciena Corp

Technology
Q3 2020 Filed on Nov 06, 2020
10,934
$38.82 - $60.99 $424K - $667K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 10, 2020
12,916
$25.07 - $37.87 $324K - $489K
COO
Cooper Companies, Inc.

Healthcare
Q2 2020 Filed on Aug 10, 2020
1,672
$270.93 - $320.3 $453K - $536K
BNDX
Vanguard Total International B

ETFs
Q2 2020 Filed on Aug 10, 2020
5,572
$56.12 - $57.76 $313K - $322K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 10, 2020
40,750
$21.44 - $32.35 $874K - $1.32M
HEIA
Heico Crp Cl A
Q2 2020 Filed on Aug 10, 2020
3,777
N/A
ERF
Enerplus Corp

Energy
Q2 2020 Filed on Aug 10, 2020
32,731
$1.49 - $3.59 $48.8K - $118K
Aon PLC
Q2 2020 Filed on Aug 10, 2020
1,406
N/A
United Technologies Corp
Q2 2020 Filed on Aug 10, 2020
2,600
N/A
BLDR
Builders First Source, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
20,666
$10.65 - $28.18 $220K - $582K
Biotelemetry Inc
Q1 2020 Filed on Apr 22, 2020
16,418
N/A
DIOD
Diodes Inc

Technology
Q1 2020 Filed on Apr 22, 2020
25,338
$33.12 - $58.95 $839K - $1.49M
OSK
Oshkosh Corp

Industrials
Q1 2020 Filed on Apr 22, 2020
5,947
$48.78 - $94.68 $290K - $563K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
1,200
$78.28 - $155.73 $93.9K - $187K
LDOS
Leidos Holdings, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
13,158
$70.83 - $123.22 $932K - $1.62M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
325,948
$20.82 - $48.41 $6.79M - $15.8M
SYY
Sysco Corp

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
7,349
$31.24 - $84.92 $230K - $624K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
3,935
$69.04 - $90.49 $272K - $356K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
7,024
$27.54 - $88.04 $193K - $618K
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 22, 2020
12,244
N/A
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 22, 2020
7,700
N/A
ITI
Iteris, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
103,300
$2.52 - $5.83 $260K - $602K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
9,110
$23.34 - $47.44 $213K - $432K
ACA
Arcosa, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
6,582
$30.13 - $47.67 $198K - $314K
USNA
Usana Health Sciences Inc

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
5,592
$45.78 - $83.52 $256K - $467K
LX
Lexin Fintech Holdings Ltd.

Financial Services
Q1 2020 Filed on Apr 22, 2020
50,387
$8.12 - $16.64 $409K - $838K
RHI
Robert Half International Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
8,926
$34.17 - $63.75 $305K - $569K
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