Avidian Wealth Solutions, LLC Ishares Msci Emerging Markets Transaction History

Avidian Wealth Solutions, LLC

$1.98 Billion
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 14, 2019	SELL	$59.94 - $67.14 $271,228 - $303,808	-4,525 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	$62.04 - $70.17 $28.3 Million - $32 Million	-455,864 Reduced 99.02%	4,525 $299,000
Q1 2019 May 15, 2019	BUY	$59.14 - $68.35 $10.8 Million - $12.4 Million	182,004 Added 65.38%	460,389 $31.1 Million
Q4 2018 Feb 14, 2019	BUY	$58.61 - $68.01 $6.69 Million - $7.76 Million	114,167 Added 69.52%	278,385 $16.9 Million
Q3 2018 Nov 14, 2018	BUY	$65.78 - $71.02 $194,182 - $209,651	2,952 Added 1.83%	164,218 $11.1 Million

Q2 2018 Aug 14, 2018	BUY	$67.9 - $75.94 $137,701 - $154,006	2,028 Added 1.27%	161,266 $11.2 Million
Q1 2018 May 15, 2018	BUY	$71.05 - $81.27 $94,354 - $107,926	1,328 Added 0.84%	159,238 $11.9 Million
Q4 2017 Feb 14, 2018	BUY	$69.75 - $75.94 $883,662 - $962,083	12,669 Added 8.72%	157,910 $11.6 Million
Q3 2017 Nov 14, 2017	BUY	$68.83 - $69.59 $10 Million - $10.1 Million	145,241	145,241 $10.1 Million

Others Institutions Holding EEMA

# of Institutions

98

Shares Held

3.02M

Call Options Held

0

Put Options Held

0

Madison Asset Management, LLC Madison, WI

308K
Shares

$22.9 Million
0.28% of portfolio
Macquarie Group LTD Australia, C3

244K
Shares

$18.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

210K
Shares

$15.6 Million
0.0% of portfolio
Bank Julius Baer & Co. Ltd, Zurich

199K
Shares

$14.8 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

173K
Shares

$12.9 Million
0.0% of portfolio

About ISHARES MSCI EMERGING MARKETS

Ticker EEMA
Sector ETFs
Industry ETFs

More about EEMA

Track This Portfolio

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.