Avidian Wealth Solutions, LLC Flexshares Tr Iboxx 5 Yr Targe Transaction History

Avidian Wealth Solutions, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 03, 2022	BUY	$23.4 - $26.24 $136,679 - $153,267	5,841 Added 22.55%	31,747 $743,000
Q1 2022 May 10, 2022	SELL	$26.86 - $28.06 $24,039 - $25,113	-895 Reduced 3.34%	25,906 $702,000
Q3 2021 Nov 10, 2021	BUY	$27.84 - $28.59 $24,916 - $25,588	895 Added 3.45%	26,801 $749,000
Q1 2021 May 05, 2021	BUY	$27.44 - $28.06 $162,060 - $165,722	5,906 Added 29.53%	25,906 $717,000
Q2 2020 Aug 10, 2020	BUY	$25.75 - $26.75 $10,892 - $11,315	423 Added 2.16%	20,000 $535,000
Q1 2020 Apr 22, 2020	BUY	$24.01 - $26.56 $470,043 - $519,965	19,577 New	19,577 $505,000

26.3M

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.