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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

VST holding history

Vistra 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.

VST overviewAll 13F holders of VSTFull Q2 2026 holdings

Shares (Q2 2026)
1,743
Value
$276.5K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2024
Holdings of VST by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,743$276.5K<0.1%+20+1.2%AddedHolders
Q1 20261,723$259.1K<0.1%+14+0.8%AddedHolders
Q4 20251,709$275.7K<0.1%+151+9.7%AddedHolders
Q3 20251,558$305.2K<0.1%−8−0.5%ReducedHolders
Q2 20251,566$303.4K<0.1%+1,566NewHolders
Q1 20250$00.0%−1,644−100.0%Sold outHolders
Q4 20241,644$226.6K<0.1%+1,644NewHolders
Q2 20240$00.0%−5,355−100.0%Sold outHolders
Q1 20245,355$373.0K<0.1%+5,355NewHolders