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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

NDAQ holding history

Nasdaq, 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q2 2026)
8,975
Value
$707.4K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2022
Holdings of NDAQ by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,975$707.4K<0.1%+1,896+26.8%AddedHolders
Q1 20267,079$601.0K<0.1%+4,366+160.9%AddedHolders
Q4 20252,713$263.5K<0.1%+133+5.2%AddedHolders
Q3 20252,580$228.2K<0.1%+80+3.2%AddedHolders
Q2 20252,500$223.5K<0.1%+2,500NewHolders
Q3 20230$00.0%−7,159−100.0%Sold outHolders
Q2 20237,159$356.9K<0.1%+1,606+28.9%AddedHolders
Q1 20235,553$303.6K<0.1%+1,726+45.1%AddedHolders
Q4 20223,827$234.8K<0.1%+12+0.3%AddedHolders
Q3 20223,815$216.0K<0.1%+3,815NewHolders