Avidian Wealth Solutions, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 129,923 shares of DOL stock, worth $6.51 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

129,923

Previous 130,088 0.13%

Holding current value

$6.51 Million

Previous $6.6 Million 6.26%

% of portfolio

0.33%

Previous 0.28%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$49.13 - $54.55 $8,106 - $9,000	-165 Reduced 0.13%	129,923 $7.01 Million
Q2 2024 Aug 06, 2024	SELL	$49.5 - $53.37 $210,375 - $226,822	-4,250 Reduced 3.16%	130,088 $6.6 Million
Q1 2024 May 03, 2024	SELL	$47.98 - $51.98 $21,303 - $23,079	-444 Reduced 0.33%	134,338 $6.95 Million
Q4 2023 Feb 06, 2024	SELL	$43.94 - $49.34 $457,239 - $513,432	-10,406 Reduced 7.17%	134,782 $6.64 Million
Q3 2023 Oct 13, 2023	SELL	$45.36 - $48.51 $663,253 - $709,313	-14,622 Reduced 9.15%	145,188 $6.62 Million
Q2 2023 Aug 03, 2023	SELL	$45.64 - $48.69 $2.68 Million - $2.86 Million	-58,812 Reduced 26.9%	159,810 $7.54 Million
Q1 2023 May 08, 2023	BUY	$44.28 - $47.87 $2.01 Million - $2.17 Million	45,354 Added 26.18%	218,622 $10.2 Million
Q4 2022 Feb 06, 2023	SELL	$37.25 - $45.18 $194,445 - $235,839	-5,220 Reduced 2.92%	173,268 $7.63 Million
Q3 2022 Nov 03, 2022	BUY	$37.03 - $43.77 $867,723 - $1.03 Million	23,433 Added 15.11%	178,488 $6.68 Million
Q2 2022 Jul 29, 2022	BUY	$41.84 - $49.19 $444,382 - $522,446	10,621 Added 7.35%	155,055 $6.49 Million
Q1 2022 May 10, 2022	BUY	$44.79 - $51.16 $659,129 - $752,870	14,716 Added 11.34%	144,434 $7.02 Million
Q4 2021 Feb 14, 2022	BUY	$46.91 - $49.68 $605,655 - $641,418	12,911 Added 11.05%	129,718 $6.41 Million
Q3 2021 Nov 10, 2021	BUY	$47.54 - $50.87 $1.27 Million - $1.36 Million	26,644 Added 29.55%	116,807 $5.55 Million
Q2 2021 Aug 09, 2021	BUY	$47.77 - $51.41 $531,632 - $572,141	11,129 Added 14.08%	90,163 $4.45 Million
Q1 2021 May 05, 2021	BUY	$45.63 - $48.02 $638,409 - $671,847	13,991 Added 21.51%	79,034 $3.74 Million
Q4 2020 Feb 09, 2021	BUY	$39.37 - $46.23 $128,267 - $150,617	3,258 Added 5.27%	65,043 $2.99 Million
Q3 2020 Nov 06, 2020	SELL	$40.75 - $43.59 $153,016 - $163,680	-3,755 Reduced 5.73%	61,785 $2.55 Million
Q2 2020 Aug 10, 2020	SELL	$35.15 - $43.29 $56,837 - $69,999	-1,617 Reduced 2.41%	65,540 $2.68 Million
Q1 2020 Apr 22, 2020	BUY	$32.2 - $49.37 $84,911 - $130,188	2,637 Added 4.09%	67,157 $2.48 Million
Q4 2019 Feb 13, 2020	BUY	$44.62 - $49.28 $397,921 - $439,479	8,918 Added 16.04%	64,520 $3.16 Million
Q3 2019 Nov 14, 2019	BUY	$45.78 - $46.76 $2.55 Million - $2.6 Million	55,602 New	55,602 $2.56 Million

Others Institutions Holding DOL

# of Institutions

Shares Held

8.12M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
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Avidian Wealth Solutions, LLC Wisdomtree Tr Intl Largecap Di Transaction History