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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

AMP holding history

Ameriprise Financial Inc 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.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
491
Value
$225.3K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of AMP by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026491$225.3K<0.1%+1+0.2%AddedHolders
Q1 2026490$217.9K<0.1%−20−3.9%ReducedHolders
Q4 2025510$250.2K<0.1%+29+6.0%AddedHolders
Q3 2025481$236.3K<0.1%+33+7.4%AddedHolders
Q2 2025448$239.0K<0.1%+2+0.4%AddedHolders
Q1 2025446$215.7K<0.1%+3+0.7%AddedHolders
Q4 2024443$236.0K<0.1%+443NewHolders