Avidian Wealth Solutions, LLC First Tr Value Line Divid Inde Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	SELL	$38.66 - $40.72 $5 Million - $5.27 Million	-129,402 Reduced 72.85%	48,223 $1.93 Million
Q1 2023 May 08, 2023	BUY	$38.43 - $41.37 $154,872 - $166,721	4,030 Added 2.32%	177,625 $7.13 Million
Q4 2022 Feb 06, 2023	SELL	$35.61 - $41.46 $4.27 Million - $4.97 Million	-119,949 Reduced 40.86%	173,595 $6.93 Million
Q3 2022 Nov 03, 2022	BUY	$35.79 - $42.23 $223,472 - $263,684	6,244 Added 2.17%	293,544 $10.5 Million
Q2 2022 Jul 29, 2022	SELL	$37.24 - $43.02 $222,546 - $257,087	-5,976 Reduced 2.04%	287,300 $11.2 Million
Q1 2022 May 10, 2022	BUY	$39.95 - $43.09 $1.1 Million - $1.19 Million	27,509 Added 10.35%	293,276 $12.4 Million
Q4 2021 Feb 14, 2022	BUY	$39.46 - $43.04 $903,397 - $985,357	22,894 Added 9.43%	265,767 $11.4 Million
Q3 2021 Nov 10, 2021	BUY	$39.2 - $41.72 $700,817 - $745,870	17,878 Added 7.95%	242,873 $9.52 Million
Q2 2021 Aug 09, 2021	BUY	$38.16 - $40.72 $138,177 - $147,447	3,621 Added 1.64%	224,995 $8.95 Million
Q1 2021 May 05, 2021	SELL	$34.56 - $38.32 $851,558 - $944,204	-24,640 Reduced 10.02%	221,374 $8.41 Million
Q4 2020 Feb 09, 2021	BUY	$31.33 - $35.27 $1.15 Million - $1.29 Million	36,574 Added 17.46%	246,014 $8.63 Million
Q3 2020 Nov 06, 2020	BUY	$29.87 - $32.88 $513,166 - $564,878	17,180 Added 8.94%	209,440 $6.59 Million
Q2 2020 Aug 10, 2020	BUY	$26.27 - $33.19 $1.92 Million - $2.43 Million	73,268 Added 61.57%	192,260 $5.83 Million
Q1 2020 Apr 22, 2020	BUY	$23.88 - $36.88 $453,099 - $699,761	18,974 Added 18.97%	118,992 $3.29 Million
Q4 2019 Feb 13, 2020	BUY	$33.78 - $36.07 $3.38 Million - $3.61 Million	100,018 New	100,018 $3.6 Million

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$983 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$807 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$328 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$321 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$210 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

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