Avidian Wealth Solutions, LLC Ishares Inc Msci Global Select Transaction History

Avidian Wealth Solutions, LLC

$1.98 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	SELL	$37.7 - $44.08 $5.83 Million - $6.81 Million	-154,577 Reduced 86.62%	23,883 $966,000
Q1 2023 May 08, 2023	BUY	$39.51 - $47.65 $6.83 Million - $8.23 Million	172,773 Added 3038.03%	178,460 $7.62 Million
Q4 2022 Feb 06, 2023	BUY	$37.69 - $43.76 $214,343 - $248,863	5,687 New	5,687 $233,000
Q2 2022 Jul 29, 2022	SELL	$35.33 - $52.72 $3.74 Million - $5.58 Million	-105,867 Reduced 94.48%	6,191 $221,000
Q1 2022 May 10, 2022	BUY	$42.32 - $51.76 $1.25 Million - $1.52 Million	29,458 Added 35.66%	112,058 $5.74 Million

Q4 2021 Feb 14, 2022	SELL	$40.24 - $44.48 $93,115 - $102,926	-2,314 Reduced 2.73%	82,600 $3.52 Million
Q3 2021 Nov 10, 2021	BUY	$40.42 - $48.47 $405,372 - $486,105	10,029 Added 13.39%	84,914 $3.46 Million
Q2 2021 Aug 09, 2021	BUY	$42.55 - $50.98 $3.19 Million - $3.82 Million	74,885 New	74,885 $3.38 Million

Others Institutions Holding PICK

# of Institutions

187

Shares Held

15.2M

Call Options Held

44.2K

Put Options Held

9.1K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.14M
Shares

$173 Million
0.08% of portfolio
Municipal Employees' Retirement System Of Michigan

2.62M
Shares

$110 Million
1.41% of portfolio
Jane Street Group, LLC New York, NY

1.18M
Shares

$49.2 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

548K
Shares

$22.9 Million
0.0% of portfolio
Old Mission Capital LLC

500K
Shares

$20.9 Million
0.54% of portfolio

About ISHARES INC MSCI GLOBAL SELECT

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