Avidian Wealth Solutions, LLC Closed Holding Positions

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q2 2022 Filed on Jul 29, 2022
4,731
$29.29 - $46.69 $139K - $221K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
2,329
N/A
SMTSF
Sierra Metals, Inc. Ordinary S
Q2 2022 Filed on Jul 29, 2022
12,307
N/A
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q2 2022 Filed on Jul 29, 2022
15,710
$13.57 - $15.02 $213K - $236K
CNC
Centene Corp

Healthcare
Q2 2022 Filed on Jul 29, 2022
4,409
$75.7 - $89.01 $334K - $392K
LTHM
Livent Corp.

Basic Materials
Q2 2022 Filed on Jul 29, 2022
9,000
$20.66 - $34.49 $186K - $310K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q2 2022 Filed on Jul 29, 2022
38,263
$50.42 - $50.72 $1.93M - $1.94M
Therapeuticsmd Inc
Q2 2022 Filed on Jul 29, 2022
10,873
N/A
Cerner Corp
Q2 2022 Filed on Jul 29, 2022
2,719
N/A
CCMP
Cmc Materials, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
1,190
$169.88 - $183.25 $202K - $218K
STEM
Stem, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
141,301
$6.27 - $12.15 $886K - $1.72M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q2 2022 Filed on Jul 29, 2022
54,081
$3.82 - $4.63 $207K - $250K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2022 Filed on Jul 29, 2022
19,219
N/A
HIMX
Himax Technologies, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
15,500
$7.48 - $11.02 $116K - $171K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
6,850
$26.91 - $44.24 $184K - $303K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
Q2 2022 Filed on Jul 29, 2022
13,362
$46.35 - $71.38 $619K - $954K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2022 Filed on Jul 29, 2022
7,268
N/A
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q2 2022 Filed on Jul 29, 2022
3,381
N/A
PSN
Parsons Corp

Industrials
Q2 2022 Filed on Jul 29, 2022
8,006
$35.11 - $41.81 $281K - $335K
Mfa Finl Inc
Q2 2022 Filed on Jul 29, 2022
18,575
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
15,000
N/A
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Jul 29, 2022
2,326
N/A
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
3,201
N/A
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
Q2 2022 Filed on Jul 29, 2022
12,725
N/A
DOMO
Domo, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
4,600
$23.78 - $57.17 $109K - $263K
Invesco Mortgage Capital Inc
Q2 2022 Filed on Jul 29, 2022
30,287
N/A
ANET
Arista Networks, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
4,156
$90.42 - $142.75 $376K - $593K
GS
Goldman Sachs Group Inc

Financial Services
Q2 2022 Filed on Jul 29, 2022
884
$279.79 - $341.06 $247K - $301K
MOS
Mosaic CO

Basic Materials
Q2 2022 Filed on Jul 29, 2022
35,000
$45.24 - $78.15 $1.58M - $2.74M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2022 Filed on Jul 29, 2022
5,903
$32.29 - $37.71 $191K - $223K
BKR
Baker Hughes CO

Energy
Q2 2022 Filed on Jul 29, 2022
6,416
$28.47 - $37.82 $183K - $243K
UBER
Uber Technologies, Inc

Technology
Q2 2022 Filed on Jul 29, 2022
7,944
$20.46 - $36.51 $163K - $290K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
2,391
$34.91 - $84.48 $83.5K - $202K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Jul 29, 2022
31,000
$7.89 - $17.88 $245K - $554K
SPGI
S&P Global Inc.

Financial Services
Q2 2022 Filed on Jul 29, 2022
827
$316.03 - $414.99 $261K - $343K
SRLN
Ssga Active Trust

ETFs
Q2 2022 Filed on Jul 29, 2022
85,210
N/A
DXCM
Dexcom Inc

Healthcare
Q2 2022 Filed on Jul 29, 2022
839
$67.99 - $132.89 $57K - $111K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
2,878
$81.92 - $103.92 $236K - $299K
CGC
Canopy Growth Corp

Healthcare
Q1 2022 Filed on May 10, 2022
22,108
$5.7 - $9.3 $126K - $206K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
2,946
$122.15 - $136.9 $360K - $403K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 10, 2022
719
$378.09 - $648.05 $272K - $466K
IRT
Independence Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 10, 2022
22,046
$21.99 - $26.84 $485K - $592K
DFAU
Dimensional ETF Tr

ETFs
Q1 2022 Filed on May 10, 2022
8,316
$29.18 - $33.24 $243K - $276K
FLT
Fleetcor Technologies Inc

Technology
Q1 2022 Filed on May 10, 2022
1,155
$219.13 - $252.0 $253K - $291K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
271
$1817.16 - $2703.26 $492K - $733K
LRCX
Lam Research Corp

Technology
Q1 2022 Filed on May 10, 2022
384
$469.0 - $729.82 $180K - $280K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
3,343
$74.28 - $107.31 $248K - $359K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 10, 2022
3,985
$68.8 - $83.58 $274K - $333K
AGCO
Agco Corp

Industrials
Q1 2022 Filed on May 10, 2022
1,892
$113.35 - $148.65 $214K - $281K
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