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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PRU holding history

Prudential 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
5,882
Value
$634.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PRU by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,882$634.9K<0.1%+91+1.6%AddedHolders
Q1 20265,791$565.7K<0.1%−284−4.7%ReducedHolders
Q4 20256,075$685.7K<0.1%−148−2.4%ReducedHolders
Q3 20256,223$645.5K<0.1%+143+2.4%AddedHolders
Q2 20256,080$653.2K<0.1%+262+4.5%AddedHolders
Q1 20255,818$649.8K<0.1%+54+0.9%AddedHolders
Q4 20245,764$683.2K<0.1%−1,593−21.7%ReducedHolders
Q3 20247,357$890.9K<0.1%+89+1.2%AddedHolders
Q2 20247,268$851.8K<0.1%+268+3.8%AddedHolders
Q1 20247,000$821.8K<0.1%+147+2.1%AddedHolders
Q4 20236,853$710.7K<0.1%+132+2.0%AddedHolders
Q3 20236,721$637.7K<0.1%+430+6.8%AddedHolders
Q2 20236,291$555.0K<0.1%−3,597−36.4%ReducedHolders
Q1 20239,888$818.1K<0.1%+1,166+13.4%AddedHolders
Q4 20228,722$867.5K0.1%+179+2.1%AddedHolders
Q3 20228,543$733.0K0.1%−175−2.0%ReducedHolders
Q2 20228,718$834.0K0.1%+1,762+25.3%AddedHolders
Q1 20226,956$822.0K0.1%+645+10.2%AddedHolders
Q4 20216,311$683.0K<0.1%+771+13.9%AddedHolders
Q3 20215,540$583.0K<0.1%+449+8.8%AddedHolders
Q2 20215,091$522.0K<0.1%+1,005+24.6%AddedHolders
Q1 20214,086$372.0K<0.1%––Holders

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