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Avidian Wealth Enterprises, LLC → BSM

Avidian Wealth Enterprises, LLC BSM Position History

Black Stone Minerals, L.P. • Energy

Quarters held
5
Latest value
$359K
Q3 2026
Peak value
$484K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$394K
Q4 2025$399K
Q1 2026$484K
Q2 2026$447K
Q3 2026$359K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$359K25.1K——
Q2 2026$447K32.0K——
Q1 2026$484K32.0K——
Q4 2025$399K30.0K——
Q3 2025$394K30.0K——

Other funds holding BSM

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