Avidian Wealth Solutions, LLC Closed Holding Positions

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AKTS
Akoustis Technologies, Inc.

Technology
Q1 2022 Filed on May 10, 2022
41,000
$4.84 - $7.01 $198K - $287K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
7,500
$39.9 - $61.33 $299K - $460K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
1,751
$126.46 - $235.05 $221K - $412K
NVTA
Invitae Corp

Healthcare
Q1 2022 Filed on May 10, 2022
43,000
$6.28 - $15.59 $270K - $670K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 10, 2022
13,488
$72.45 - $85.55 $977K - $1.15M
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 10, 2022
21,600
$13.3 - $36.3 $287K - $784K
EPM
Evolution Petroleum Corp

Energy
Q1 2022 Filed on May 10, 2022
70,000
$5.18 - $7.89 $363K - $552K
GH
Guardant Health, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
2,800
$48.25 - $100.49 $135K - $281K
CE
Celanese Corp

Basic Materials
Q1 2022 Filed on May 10, 2022
1,237
$133.62 - $173.82 $165K - $215K
AI
C3.Ai, Inc.

Technology
Q1 2022 Filed on May 10, 2022
21,000
$16.91 - $32.3 $355K - $678K
VHT
Vanguard Health Care ETF

ETFs
Q1 2022 Filed on May 10, 2022
1,672
$235.27 - $264.71 $393K - $443K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
20,425
$16.89 - $19.56 $345K - $400K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on May 10, 2022
14,986
$48.35 - $50.5 $725K - $757K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2022 Filed on May 10, 2022
6,822
$41.02 - $63.33 $280K - $432K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
18,057
$6.27 - $7.7 $113K - $139K
ZEN
Zendesk, Inc.

Technology
Q1 2022 Filed on May 10, 2022
2,165
$90.52 - $124.19 $196K - $269K
Draftkings Inc
Q1 2022 Filed on May 10, 2022
26,000
N/A
GPRO
Go Pro, Inc.

Technology
Q1 2022 Filed on May 10, 2022
38,000
$7.44 - $10.91 $283K - $415K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
7,453
$44.77 - $54.33 $334K - $405K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 10, 2022
3,084
$50.93 - $72.96 $157K - $225K
SKLZ
Skillz Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
19,000
$2.15 - $7.66 $40.9K - $146K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 10, 2022
17,549
$44.64 - $55.71 $783K - $978K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2022 Filed on May 10, 2022
73,103
$22.05 - $24.55 $1.61M - $1.79M
PNR
Pentair PLC

Industrials
Q1 2022 Filed on May 10, 2022
3,584
$53.68 - $71.86 $192K - $258K
MBSD
Flexshares Tr Disciplined Dura

ETFs
Q1 2022 Filed on May 10, 2022
12,634
$21.87 - $23.12 $276K - $292K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2022 Filed on May 10, 2022
4,796
$47.38 - $51.33 $227K - $246K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 10, 2022
31,463
$13.13 - $14.91 $413K - $469K
EMF
Templeton Emerging Markets Fund

Financial Services
Q1 2022 Filed on May 10, 2022
15,550
$12.5 - $16.66 $194K - $259K
TD
Toronto Dominion Bank

Financial Services
Q1 2022 Filed on May 10, 2022
2,714
$74.69 - $85.0 $203K - $231K
TTE
Total Energies Se

Energy
Q1 2022 Filed on May 10, 2022
6,032
$48.81 - $60.03 $294K - $362K
TDG
Trans Digm Group Inc

Industrials
Q1 2022 Filed on May 10, 2022
418
$591.97 - $684.29 $247K - $286K
ABCL
Ab Cellera Biologics Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
12,600
$7.46 - $14.14 $94K - $178K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
134
$1313.6 - $1690.67 $176K - $227K
TRMB
Trimble Inc.

Technology
Q1 2022 Filed on May 10, 2022
3,051
$63.54 - $86.68 $194K - $264K
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on May 10, 2022
18,978
$8.76 - $11.69 $166K - $222K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on May 10, 2022
2,060
$97.11 - $118.28 $200K - $244K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 10, 2022
1,579
$156.73 - $233.51 $247K - $369K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
13,778
$15.38 - $23.72 $212K - $327K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
693
$347.28 - $421.83 $241K - $292K
LAB
Standard Biotools Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
59,000
$3.63 - $6.13 $214K - $362K
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
22,064
$15.9 - $24.77 $351K - $547K
LGHL
Lion Group Holding LTD

Financial Services
Q4 2021 Filed on Feb 14, 2022
55,332
$1.2 - $2.41 $66.4K - $133K
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Feb 14, 2022
7,067
$49.94 - $66.29 $353K - $468K
PHR
Phreesia, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
7,000
$39.92 - $74.89 $279K - $524K
BDSX
Biodesix Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
50,000
$4.09 - $8.67 $205K - $434K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q4 2021 Filed on Feb 14, 2022
87,211
$32.62 - $33.45 $2.84M - $2.92M
MSGM
Motorsport Games Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
25,855
$3.1 - $15.6 $80.2K - $403K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q4 2021 Filed on Feb 14, 2022
15,000
$15.7 - $19.0 $236K - $285K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q4 2021 Filed on Feb 14, 2022
82,222
$56.76 - $68.61 $4.67M - $5.64M
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