AWE
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Avidian Wealth Enterprises’s Alphatec Holdings ATEC Stock Holding History

Avidian Wealth Enterprises’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$126K Buy
11,554
+11
+0.1% +$160 ﹤0.01% 661
2025
Q4 		$243K Buy
11,543
+43
+0.4% +$796 0.01% 514
2025
Q3 		$167K Hold
11,500
– – 0.01% 567
2025
Q2 		$128K Hold
11,500
– – 0.01% 539
2025
Q1 		$117K Hold
11,500
– – 0.01% 507
2024
Q4 		$106K Hold
11,500
– – ﹤0.01% 496
2024
Q3 		$63.9K Buy
11,500
+600
+6% +$4.61K ﹤0.01% 494
2024
Q2 		$114K Buy
+10,900
New +$127K 0.01% 488

Other funds holding ATEC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return