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Avidian Wealth Enterprises, LLC → PAGP

Avidian Wealth Enterprises, LLC PAGP Position History

Plains GP Holdings, L.P. • Energy

Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$454K
Q4 2025$484K
Q1 2026$2.5M
Q2 2026$2.6M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M104.4K——
Q2 2026$2.6M107.2K——
Q1 2026$2.5M104.5K——
Q4 2025$484K25.3K——
Q3 2025$454K24.9K——

Other funds holding PAGP

Other Avidian Wealth Enterprises, LLC positions

ETHA

ISHARES TR

$531.6M
ETHA

ISHARES TR

$524.4M
ETHA

ISHARES TR

$443.3M
ETHA

ISHARES TR

$433.2M
ETHA

ISHARES TR

$414.1M
ETHA

ISHARES TR

$175.8M
ETHA

ISHARES TR

$174.1M
ETHA

ISHARES TR

$169.7M