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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

AES holding history

AES Corp in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AES overviewAll 13F holders of AESFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of AES by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−26,010−100.0%Sold outHolders
Q1 202526,010$323.0K<0.1%+10,839+71.4%AddedHolders
Q4 202415,171$195.2K<0.1%+3,027+24.9%AddedHolders
Q3 202412,144$243.6K<0.1%+304+2.6%AddedHolders
Q2 202411,840$208.0K<0.1%+11,840NewHolders