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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

ET holding history

Energy Transfer LP 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.

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
53,755
Value
$1.03M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ET by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,755$1.03M<0.1%−51,695−49.0%ReducedHolders
Q1 2026105,450$2.04M0.1%−308−0.3%ReducedHolders
Q4 2025105,758$1.74M0.1%−2,646−2.4%ReducedHolders
Q3 2025108,404$1.86M0.1%+6,726+6.6%AddedHolders
Q2 2025101,678$1.84M0.1%−6,050−5.6%ReducedHolders
Q1 2025107,728$2.00M0.1%+4,962+4.8%AddedHolders
Q4 2024102,766$2.01M0.1%−16,125−13.6%ReducedHolders
Q3 2024118,891$1.91M0.1%+10,465+9.7%AddedHolders
Q2 2024108,426$1.76M0.1%+82,406+316.7%AddedHolders
Q1 202426,020$409.3K<0.1%−9,323−26.4%ReducedHolders
Q4 202335,343$487.7K<0.1%−2,106−5.6%ReducedHolders
Q3 202337,449$525.4K<0.1%+2,753+7.9%AddedHolders
Q2 202334,696$440.6K<0.1%−57,095−62.2%ReducedHolders
Q1 202391,791$1.14M0.1%+16,257+21.5%AddedHolders
Q4 202275,534$896.6K0.1%+2,226+3.0%AddedHolders
Q3 202273,308$809.0K0.1%+11,461+18.5%AddedHolders
Q2 202261,847$617.0K<0.1%+6,287+11.3%AddedHolders
Q1 202255,560$622.0K<0.1%−7,292−11.6%ReducedHolders
Q4 202162,852$517.0K<0.1%−5,257−7.7%ReducedHolders
Q3 202168,109$652.0K<0.1%−1,379−2.0%ReducedHolders
Q2 202169,488$739.0K0.1%+9,980+16.8%AddedHolders
Q1 202159,508$457.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.