Avidian Wealth Solutions, LLC Options Holdings

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 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 519
  • Current Value $2.18 Billion
  • Prior Value $2.16 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 44 stocks
  • Additional Purchases 257 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 177 stocks
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