Avidian Wealth Enterprises, LLC USIG Holdings History
Avidian Wealth Enterprises, LLC's iShares U.S. Credit Bond ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 1.27 Mil shares of iShares U.S. Credit Bond ETF(USIG), totaling $65.06 Mil. This investment constitutes 2.9% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.51% of the outstanding iShares U.S. Credit Bond ETF(USIG) stock.
The initial trade took place in 2019Q4. And since then Avidian Wealth Enterprises, LLC has made 18 purchases of USIG, at an average price of $54.00, for a total of 1.36 Mil shares. In addition, there have been 4 sales at an average price of $51.74 for 85,121.00 shares. Based on historical transaction data and USIG's current price of $50.75, Avidian Wealth Enterprises, LLC's estimated gain on his USIG holdings is $-4.34 Mil, reflecting a -5.92% gain to date.
Avidian Wealth Enterprises, LLC USIG ($50.75) Holding Chart
Avidian Wealth Enterprises, LLC USIG ($50.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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