Avidian Wealth Solutions, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Avidian Wealth Solutions, LLC

$1.98 Billion
Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 42,653 shares of SCZ stock, worth $2.68 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

42,653

Previous 50,398 15.37%

Holding current value

$2.68 Million

Previous $3.12 Million 13.4%

% of portfolio

0.14%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$59.15 - $63.58 $458,116 - $492,427	-7,745 Reduced 15.37%	42,653 $2.7 Million
Q4 2023 Feb 06, 2024	SELL	$52.38 - $61.98 $1.18 Million - $1.4 Million	-22,594 Reduced 30.95%	50,398 $3.12 Million
Q3 2023 Oct 13, 2023	SELL	$56.15 - $61.67 $2.95 Million - $3.24 Million	-52,545 Reduced 41.86%	72,992 $4.12 Million
Q2 2023 Aug 03, 2023	BUY	$57.9 - $61.26 $1.66 Million - $1.75 Million	28,629 Added 29.54%	125,537 $7.4 Million
Q1 2023 May 08, 2023	BUY	$56.53 - $62.22 $4.96 Million - $5.46 Million	87,800 Added 963.99%	96,908 $5.77 Million

Q4 2022 Feb 06, 2023	SELL	$50.25 - $57.76 $703 - $808	-14 Reduced 0.15%	9,108 $514,000
Q3 2022 Nov 03, 2022	SELL	$49.8 - $59.56 $25,398 - $30,375	-510 Reduced 5.29%	9,122 $445,000
Q2 2022 Jul 29, 2022	BUY	$54.29 - $67.38 $116,452 - $144,530	2,145 Added 28.65%	9,632 $526,000
Q1 2022 May 10, 2022	SELL	$61.01 - $73.65 $165,032 - $199,223	-2,705 Reduced 26.54%	7,487 $497,000
Q4 2021 Feb 14, 2022	BUY	$70.21 - $77.4 $715,580 - $788,860	10,192 New	10,192 $745,000

Others Institutions Holding SCZ

# of Institutions

719

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Avidian Wealth Solutions, LLC Ishares Tr Msci Eafe Small Cap Transaction History