Avidian Wealth Solutions, LLC Spdr Portfolio Transaction History

Avidian Wealth Solutions, LLC

$2.33 Billion
Q2 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 5,655 shares of SPYG stock, worth $441,768. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,655

Previous 5,646 0.16%

Holding current value

$441,768

Previous $413,000 9.69%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$68.71 - $80.95 $618 - $728	9 Added 0.16%	5,655 $453,000
Q1 2024 May 03, 2024	BUY	$63.12 - $73.73 $32,064 - $37,454	508 Added 9.89%	5,646 $413,000
Q4 2023 Feb 06, 2024	SELL	$57.02 - $65.3 $172,143 - $197,140	-3,019 Reduced 37.01%	5,138 $334,000
Q3 2023 Oct 13, 2023	BUY	$58.97 - $62.89 $23,175 - $24,715	393 Added 5.06%	8,157 $483,000
Q2 2023 Aug 03, 2023	BUY	$54.76 - $61.01 $8,652 - $9,639	158 Added 2.08%	7,764 $473,000
Q1 2023 May 08, 2023	SELL	$49.61 - $55.36 $491,833 - $548,839	-9,914 Reduced 56.59%	7,606 $421,000
Q4 2022 Feb 06, 2023	BUY	$49.47 - $55.07 $866,714 - $964,826	17,520 New	17,520 $887,000

Others Institutions Holding SPYG

# of Institutions

1,081

Shares Held

292M

Call Options Held

461K

Put Options Held

39.8K

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About SPDR PORTFOLIO

Ticker SPYG
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Avidian Wealth Solutions, LLC Spdr Portfolio Transaction History