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
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2018 Filed on Feb 14, 2019
15,740
N/A
IGHG
Proshares Investment Grade Int

ETFs
Q4 2018 Filed on Feb 14, 2019
15,800
N/A
MMS
Maximus, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
35,569
$61.79 - $71.84 $2.2M - $2.56M
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
9,645
$43.11 - $61.57 $416K - $594K
Goldman Sachs Mlp Energy Ren
Q4 2018 Filed on Feb 14, 2019
13,469
N/A
Newfield Expl CO
Q4 2018 Filed on Feb 14, 2019
8,793
N/A
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
8,954
N/A
Firstcash Inc
Q4 2018 Filed on Feb 14, 2019
13,306
N/A
AEP
American Electric Power CO Inc

Utilities
Q4 2018 Filed on Feb 14, 2019
21
$70.22 - $80.36 $1.47K - $1.69K
URI
United Rentals, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
1,703
$95.9 - $165.53 $163K - $282K
GNRC
Generac Holdings Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
12,850
$45.53 - $57.18 $585K - $735K
Celgene Corp
Q3 2018 Filed on Nov 14, 2018
11,177
N/A
KBR
Kbr, Inc.

Industrials
Q3 2018 Filed on Nov 14, 2018
35,947
$17.77 - $21.36 $639K - $768K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
6,348
$147.98 - $173.86 $939K - $1.1M
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
11,295
$59.33 - $75.12 $670K - $848K
Athenahealth Inc
Q3 2018 Filed on Nov 14, 2018
5,855
N/A
MU
Micron Technology Inc

Technology
Q3 2018 Filed on Nov 14, 2018
34,263
$41.74 - $57.45 $1.43M - $1.97M
NGVT
Ingevity Corp

Basic Materials
Q3 2018 Filed on Nov 14, 2018
2,562
$80.77 - $104.93 $207K - $269K
INVA
Innoviva, Inc.

Healthcare
Q2 2018 Filed on Aug 14, 2018
34,320
$13.44 - $17.59 $461K - $604K
HRB
H&R Block Inc

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
22,177
$22.5 - $29.6 $499K - $656K
NTCT
Netscout Systems Inc

Technology
Q2 2018 Filed on Aug 14, 2018
43,358
$26.0 - $30.7 $1.13M - $1.33M
TREX
Trex CO Inc

Industrials
Q2 2018 Filed on Aug 14, 2018
4,045
$25.97 - $33.01 $105K - $134K
Rydex ETF Trust
Q2 2018 Filed on Aug 14, 2018
10,409
N/A
Continental Bldg Prods Inc
Q2 2018 Filed on Aug 14, 2018
16,720
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
11,138
$43.16 - $53.91 $481K - $600K
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 14, 2018
27,007
N/A
TNET
Trinet Group, Inc.

Industrials
Q2 2018 Filed on Aug 14, 2018
4,813
$45.02 - $56.85 $217K - $274K
Sodastream International LTD
Q1 2018 Filed on May 15, 2018
8,660
N/A
Boardwalk Pipeline Partners
Q1 2018 Filed on May 15, 2018
20,635
N/A
ALLE
Allegion PLC

Industrials
Q1 2018 Filed on May 15, 2018
4,180
$77.32 - $87.85 $323K - $367K
CORT
Corcept Therapeutics Inc

Healthcare
Q1 2018 Filed on May 15, 2018
24,149
$14.59 - $25.5 $352K - $616K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2018 Filed on May 15, 2018
7,214
$46.33 - $50.98 $334K - $368K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2018 Filed on May 15, 2018
4,682
$85.56 - $102.4 $401K - $479K
XPO
Xpo Logistics, Inc.

Industrials
Q1 2018 Filed on May 15, 2018
4,044
$49.5 - $60.93 $200K - $246K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
6,745
$74.84 - $85.46 $505K - $576K
TRU
Trans Union

Industrials
Q1 2018 Filed on May 15, 2018
5,627
$54.73 - $61.35 $308K - $345K
NCR
Ncr Corp

Technology
Q1 2018 Filed on May 15, 2018
29,485
$30.27 - $38.07 $893K - $1.12M
Cantel Medical Corp
Q1 2018 Filed on May 15, 2018
4,513
N/A
TYL
Tyler Technologies Inc

Technology
Q1 2018 Filed on May 15, 2018
5,078
$178.69 - $212.48 $907K - $1.08M
DEUS
Xtrackers Russell Us Multifact

ETFs
Q1 2018 Filed on May 15, 2018
11,308
N/A
Dowdupont Inc
Q1 2018 Filed on May 15, 2018
3,300
N/A
AMKR
Amkor Technology, Inc.

Technology
Q1 2018 Filed on May 15, 2018
122,044
$8.82 - $11.51 $1.08M - $1.4M
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q4 2017 Filed on Feb 14, 2018
16,962
$29.65 - $38.4 $503K - $651K
IART
Integra Lifesciences Holdings Corp

Healthcare
Q4 2017 Filed on Feb 14, 2018
10,302
$46.22 - $51.77 $476K - $533K
Credit Suisse Ag Nassau Brh
Q4 2017 Filed on Feb 14, 2018
38,075
N/A
CSGP
Costar Group, Inc.

Real Estate
Q4 2017 Filed on Feb 14, 2018
3,531
$27.16 - $31.02 $95.9K - $110K
HOLX
Hologic Inc

Healthcare
Q3 2017 Filed on Nov 14, 2017
10,953
$36.65 - $44.21 $401K - $484K
Guggenheim Cr Allocation Fd
Q3 2017 Filed on Nov 14, 2017
8,709
N/A
MAS
Masco Corp

Industrials
Q3 2017 Filed on Nov 14, 2017
9,105
$36.3 - $39.01 $331K - $355K
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