Avidian Wealth Solutions, LLC Ishares Msci Intl Momentum Fac Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	SELL	$37.21 - $39.92 $119,965 - $128,702	-3,224 Reduced 24.87%	9,740 $376,000
Q1 2024 May 03, 2024	SELL	$33.71 - $39.36 $66,981 - $78,208	-1,987 Reduced 13.29%	12,964 $508,000
Q4 2023 Feb 06, 2024	SELL	$30.44 - $34.29 $125,747 - $141,651	-4,131 Reduced 21.65%	14,951 $512,000
Q3 2023 Oct 13, 2023	SELL	$31.37 - $33.83 $20,515 - $22,124	-654 Reduced 3.31%	19,082 $600,000
Q2 2023 Aug 03, 2023	SELL	$31.87 - $33.65 $23,679 - $25,001	-743 Reduced 3.63%	19,736 $655,000
Q1 2023 May 08, 2023	BUY	$30.32 - $32.56 $135,651 - $145,673	4,474 Added 27.95%	20,479 $661,000
Q4 2022 Feb 06, 2023	BUY	$26.9 - $31.76 $8,877 - $10,480	330 Added 2.11%	16,005 $493,000
Q3 2022 Nov 03, 2022	BUY	$26.61 - $31.09 $239 - $279	9 Added 0.06%	15,675 $421,000
Q2 2022 Jul 29, 2022	BUY	$29.42 - $35.93 $284,256 - $347,155	9,662 Added 160.93%	15,666 $469,000
Q1 2022 May 10, 2022	BUY	$31.91 - $38.34 $191,587 - $230,193	6,004 New	6,004 $213,000

Others Institutions Holding IMTM

# of Institutions

178

Shares Held

70.4M

Call Options Held

0

Put Options Held

0

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