Avidian Wealth Solutions, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	SELL	$67.82 - $72.36 $55,951 - $59,697	-825 Reduced 10.85%	6,782 $470,000
Q1 2024 May 03, 2024	SELL	$67.46 - $71.15 $67 - $71	-1 Reduced 0.01%	7,607 $539,000
Q4 2023 Feb 06, 2024	SELL	$63.1 - $69.34 $226,024 - $248,375	-3,582 Reduced 32.01%	7,608 $527,000
Q3 2023 Oct 13, 2023	SELL	$65.15 - $69.15 $47,103 - $49,995	-723 Reduced 6.07%	11,190 $729,000
Q2 2023 Aug 03, 2023	SELL	$66.75 - $70.85 $5,340 - $5,668	-80 Reduced 0.67%	11,913 $804,000
Q1 2023 May 08, 2023	BUY	$63.8 - $67.65 $167,538 - $177,648	2,626 Added 28.03%	11,993 $811,000
Q4 2022 Feb 06, 2023	BUY	$56.25 - $64.99 $5,906 - $6,823	105 Added 1.13%	9,367 $595,000
Q3 2022 Nov 03, 2022	BUY	$56.69 - $65.94 $52,721 - $61,324	930 Added 11.16%	9,262 $528,000
Q2 2022 Jul 29, 2022	BUY	$61.24 - $72.68 $120,152 - $142,598	1,962 Added 30.8%	8,332 $528,000
Q1 2022 May 10, 2022	SELL	$67.73 - $76.65 $13,207 - $14,946	-195 Reduced 2.97%	6,370 $459,000
Q4 2021 Feb 14, 2022	BUY	$74.33 - $77.96 $487,976 - $511,807	6,565 New	6,565 $504,000

Others Institutions Holding EFAV

# of Institutions

501

Shares Held

54.6M

Call Options Held

0

Put Options Held

0

About ISHARES MSCI EAFE MIN VOL FACT

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