Avidian Wealth Solutions, LLC Closed Holding Positions

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BDSX
Biodesix Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
50,000
$4.09 - $8.67 $205K - $434K
LAB
Standard Biotools Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
59,000
$3.63 - $6.13 $214K - $362K
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
33,948
$8.31 - $14.92 $282K - $507K
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
UP
Wheels Up Experience Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
10,010
$4.15 - $8.1 $41.5K - $81.1K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
693
$347.28 - $421.83 $241K - $292K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q4 2021 Filed on Feb 14, 2022
15,000
$15.7 - $19.0 $236K - $285K
UXIN
Uxin LTD

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
16,690
$1.33 - $2.77 $22.2K - $46.2K
POSH
Poshmark, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
6,800
$23.59 - $44.76 $160K - $304K
NUE
Nucor Corp

Basic Materials
Q3 2021 Filed on Nov 10, 2021
10,340
$90.04 - $126.17 $931K - $1.3M
Soaring Eagle Acquisition CO
Q3 2021 Filed on Nov 10, 2021
33,948
N/A
AEYE
Audioeye Inc

Technology
Q3 2021 Filed on Nov 10, 2021
14,500
$9.5 - $16.92 $138K - $245K
AFRM
Affirm Holdings, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
8,500
$55.86 - $128.37 $475K - $1.09M
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
1,415
$257.41 - $401.12 $364K - $568K
Medallia Inc
Q3 2021 Filed on Nov 10, 2021
9,800
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
2,740
$125.92 - $164.64 $345K - $451K
BETZ
Listed Fds Trroundhill Sports
Q3 2021 Filed on Nov 10, 2021
9,658
N/A
IRBT
Irobot Corp

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
3,000
$78.5 - $92.01 $236K - $276K
LDI
Loan Depot, Inc.

Financial Services
Q3 2021 Filed on Nov 10, 2021
17,098
$6.77 - $12.82 $116K - $219K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
2,342
$78.77 - $122.4 $184K - $287K
FCEL
Fuelcell Energy Inc

Industrials
Q3 2021 Filed on Nov 10, 2021
77,000
$5.58 - $8.6 $430K - $662K
BCOV
Brightcove Inc

Technology
Q3 2021 Filed on Nov 10, 2021
39,000
$10.99 - $14.43 $429K - $563K
COIN
Coinbase Global, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
2,182
$220.61 - $280.47 $481K - $612K
PULS
Pgim ETF Tr

ETFs
Q3 2021 Filed on Nov 10, 2021
50,975
$49.67 - $49.74 $2.53M - $2.54M
DOCU
Docusign, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
7,000
$256.89 - $310.05 $1.8M - $2.17M
Anaplan Inc
Q3 2021 Filed on Nov 10, 2021
13,500
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2021 Filed on Nov 10, 2021
56,390
$65.5 - $70.6 $3.69M - $3.98M
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 10, 2021
17,873
N/A
NUE
Nucor Corp

Basic Materials
Q3 2021 Filed on Nov 10, 2021
31,000
$90.04 - $126.17 $2.79M - $3.91M
STM
St Microelectronics N.V.

Technology
Q3 2021 Filed on Nov 10, 2021
18,000
$36.43 - $47.24 $656K - $850K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
25,500
$78.77 - $122.4 $2.01M - $3.12M
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
18,000
$15.35 - $21.27 $276K - $383K
VRM
Vroom, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
104,000
$22.07 - $42.98 $2.3M - $4.47M
TER
Teradyne, Inc

Technology
Q3 2021 Filed on Nov 10, 2021
17,000
$109.17 - $129.38 $1.86M - $2.2M
General Electric CO
Q3 2021 Filed on Nov 10, 2021
27,649
N/A
Clover Health Investments CO
Q2 2021 Filed on Aug 09, 2021
80,000
N/A
Exone CO
Q2 2021 Filed on Aug 09, 2021
17,500
N/A
Tesla Inc
Q2 2021 Filed on Aug 09, 2021
175,000
N/A
Triterras Inc
Q2 2021 Filed on Aug 09, 2021
108,000
N/A
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
22,000
$7.48 - $17.2 $165K - $378K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
3,700
$118.29 - $130.39 $438K - $482K
Plug Power Inc
Q2 2021 Filed on Aug 09, 2021
53,000
N/A
ROOT
Root, Inc.

Financial Services
Q2 2021 Filed on Aug 09, 2021
31,179
$8.38 - $13.47 $261K - $420K
Vroom Inc
Q2 2021 Filed on Aug 09, 2021
11,000
N/A
Palantir Technologies Inc
Q2 2021 Filed on Aug 09, 2021
117,000
N/A
Forum Merger Iii Corp
Q2 2021 Filed on Aug 09, 2021
13,000
N/A
Seagate Technology PLC
Q2 2021 Filed on Aug 09, 2021
4,900
N/A
Spdr S&P 500 ETF Tr
Q2 2021 Filed on Aug 09, 2021
19,200
N/A
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q2 2021 Filed on Aug 09, 2021
2,953
$95.36 - $96.62 $282K - $285K
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