Avidian Wealth Solutions, LLC Options Holdings

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
IEF
Ishares Barclays

ETFs
PUT
$1.34 Million
14K
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 550
  • Current Value $2.37 Billion
  • Prior Value $2.18 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 57 stocks
  • Additional Purchases 244 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 205 stocks
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