Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,083 shares of DVY stock, worth $273,477. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,083
Previous 2,079 0.19%
Holding current value
$273,477
Previous $251,000 11.95%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$119.99 - $135.74 $479 - $542
4 Added 0.19%
2,083 $281,000
Q2 2024

Aug 06, 2024
BUY
$115.73 - $125.75 $347 - $377
3 Added 0.14%
2,079 $251,000
Q1 2024

May 03, 2024
BUY
$113.31 - $123.18 $226 - $246
2 Added 0.1%
2,076 $255,000
Q4 2023

Feb 06, 2024
BUY
$102.97 - $119.06 $823 - $952
8 Added 0.39%
2,074 $243,000
Q2 2023

Aug 03, 2023
SELL
$108.5 - $119.27 $297,941 - $327,515
-2,746 Reduced 57.07%
2,066 $234,000
Q1 2023

May 08, 2023
BUY
$110.68 - $126.38 $228,443 - $260,848
2,064 Added 75.11%
4,812 $563,000
Q4 2022

Feb 06, 2023
BUY
$107.39 - $125.5 $295,107 - $344,874
2,748 New
2,748 $331,000
Q2 2020

Aug 10, 2020
SELL
$69.37 - $91.69 $232,528 - $307,344
-3,352 Closed
0 $0
Q1 2020

Apr 22, 2020
BUY
$62.67 - $107.3 $313 - $536
5 Added 0.15%
3,352 $247,000
Q4 2019

Feb 13, 2020
BUY
$98.25 - $105.76 $294 - $317
3 Added 0.09%
3,347 $354,000
Q3 2019

Nov 14, 2019
BUY
$100.87 - $103.22 $337,309 - $345,167
3,344 New
3,344 $341,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email