Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,182 shares of EMB stock, worth $285,743. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,182
Previous 2,470 28.83%
Holding current value
$285,743
Previous $219,000 31.51%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$88.64 - $92.03 $63,111 - $65,525
712 Added 28.83%
3,182 $288,000
Q4 2024

Jan 29, 2025
SELL
$88.94 - $93.46 $6,225 - $6,542
-70 Reduced 2.76%
2,470 $219,000
Q3 2024

Oct 30, 2024
BUY
$87.75 - $93.74 $438 - $468
5 Added 0.2%
2,540 $237,000
Q2 2024

Aug 06, 2024
SELL
$86.66 - $89.88 $70,974 - $73,611
-819 Reduced 24.42%
2,535 $224,000
Q1 2024

May 03, 2024
BUY
$86.49 - $90.08 $26,984 - $28,104
312 Added 10.26%
3,354 $300,000
Q4 2023

Feb 06, 2024
BUY
$79.71 - $89.68 $242,477 - $272,806
3,042 New
3,042 $270,000

Others Institutions Holding EMB

# of Institutions
977
Shares Held
143M
Call Options Held
4.61M
Put Options Held
10.6M
View Full List

About ISHARES TR

EMB Quotes by TradingView
  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
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