Avidian Wealth Solutions, LLC Ishares Tr Core Moderate Alloc Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$38.2 - $40.45 $43,624 - $46,193	1,142 Added 11.02%	11,503 $458,000
Q4 2022 Feb 06, 2023	SELL	$36.07 - $39.57 $7,214 - $7,914	-200 Reduced 1.89%	10,361 $393,000
Q3 2022 Nov 03, 2022	BUY	$36.57 - $40.81 $34,558 - $38,565	945 Added 9.83%	10,561 $387,000
Q2 2022 Jul 29, 2022	SELL	$38.3 - $43.06 $4,710 - $5,296	-123 Reduced 1.26%	9,616 $375,000
Q1 2022 May 10, 2022	BUY	$41.74 - $45.45 $70,958 - $77,265	1,700 Added 21.15%	9,739 $418,000
Q4 2021 Feb 14, 2022	BUY	$44.53 - $46.0 $12,379 - $12,788	278 Added 3.58%	8,039 $366,000
Q3 2021 Nov 10, 2021	BUY	$44.74 - $45.93 $137,038 - $140,683	3,063 Added 65.2%	7,761 $347,000
Q2 2021 Aug 09, 2021	BUY	$43.8 - $45.14 $205,772 - $212,067	4,698 New	4,698 $212,000

Others Institutions Holding AOM

# of Institutions

250

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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