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
PIPR
Piper Sandler Companies

Financial Services
Q4 2020 Filed on Feb 09, 2021
3,231
$73.44 - $105.65 $237K - $341K
ALB
Albemarle Corp

Basic Materials
Q4 2020 Filed on Feb 09, 2021
3,000
$86.73 - $149.91 $260K - $450K
PLXS
Plexus Corp

Technology
Q4 2020 Filed on Feb 09, 2021
3,308
$68.3 - $80.43 $226K - $266K
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
EUO
Pro Shares Trust Ii

ETFs
Q4 2020 Filed on Feb 09, 2021
15,000
$22.25 - $24.74 $334K - $371K
Livongo Health Inc
Q4 2020 Filed on Feb 09, 2021
8,800
N/A
Proshares Tr
Q3 2020 Filed on Nov 06, 2020
10,000
N/A
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
STE
Steris PLC

Healthcare
Q3 2020 Filed on Nov 06, 2020
2,010
$150.16 - $176.19 $302K - $354K
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 06, 2020
11,878
$10.34 - $11.45 $123K - $136K
Houston Amern Energy Corp
Q3 2020 Filed on Nov 06, 2020
13,160
N/A
INTC
Intel Corp

Technology
Q3 2020 Filed on Nov 06, 2020
200
$47.73 - $61.15 $9.55K - $12.2K
Proshares Tr Ii
Q3 2020 Filed on Nov 06, 2020
11,475
N/A
FDS
Factset Research Systems Inc

Financial Services
Q3 2020 Filed on Nov 06, 2020
978
$322.6 - $360.92 $316K - $353K
Willscot Corp
Q3 2020 Filed on Nov 06, 2020
32,868
N/A
CIEN
Ciena Corp

Technology
Q3 2020 Filed on Nov 06, 2020
10,934
$38.82 - $60.99 $424K - $667K
Aon PLC
Q2 2020 Filed on Aug 10, 2020
1,406
N/A
COO
Cooper Companies, Inc.

Healthcare
Q2 2020 Filed on Aug 10, 2020
1,672
$270.93 - $320.3 $453K - $536K
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
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 10, 2020
40,750
$21.44 - $32.35 $874K - $1.32M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 10, 2020
12,916
$25.07 - $37.87 $324K - $489K
DIOD
Diodes Inc

Technology
Q1 2020 Filed on Apr 22, 2020
25,338
$33.12 - $58.95 $839K - $1.49M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
325,948
$20.82 - $48.41 $6.79M - $15.8M
LDOS
Leidos Holdings, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
13,158
$70.83 - $123.22 $932K - $1.62M
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
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
1,914
$78.28 - $155.73 $150K - $298K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
10,947
$26.87 - $49.33 $294K - $540K
Arch Coal Inc
Q1 2020 Filed on Apr 22, 2020
3,308
N/A
ACA
Arcosa, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
6,582
$30.13 - $47.67 $198K - $314K
HLF
Herbalife Nutrition Ltd.

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

Technology
Q1 2020 Filed on Apr 22, 2020
103,300
$2.52 - $5.83 $260K - $602K
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 22, 2020
7,700
N/A
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 22, 2020
12,244
N/A
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
7,024
$27.54 - $88.04 $193K - $618K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
3,935
$69.04 - $90.49 $272K - $356K
USNA
Usana Health Sciences Inc

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
5,592
$45.78 - $83.52 $256K - $467K
Biotelemetry Inc
Q1 2020 Filed on Apr 22, 2020
16,418
N/A
SEIC
Sei Investments CO

Financial Services
Q1 2020 Filed on Apr 22, 2020
11,046
$36.59 - $69.24 $404K - $765K
RHI
Robert Half International Inc.

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

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
7,349
$31.24 - $84.92 $230K - $624K
LX
Lexin Fintech Holdings Ltd.

Financial Services
Q1 2020 Filed on Apr 22, 2020
50,387
$8.12 - $16.64 $409K - $838K
BLDR
Builders First Source, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
20,666
$10.65 - $28.18 $220K - $582K
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2019 Filed on Feb 13, 2020
4,206
$116.68 - $125.33 $491K - $527K
VFC
V F Corp

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
6,747
$81.18 - $99.96 $548K - $674K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2019 Filed on Feb 13, 2020
19,653
N/A
Encana Corp
Q4 2019 Filed on Feb 13, 2020
55,352
N/A
THR
Thermon Group Holdings, Inc.

Industrials
Q4 2019 Filed on Feb 13, 2020
45,959
$21.84 - $27.33 $1M - $1.26M
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