Position in SER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$36,472
+$0 QoQ
Shares Held
18,800
0.0% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 5 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SER Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $935,056 across 2 Biotechnology names. SER ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,809 | $898,584 | |
| 2 | SER |
Serina Therapeutics, Inc.
This page
|
18,800 | $36,472 |
All Filings in SER
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,472 | 18,800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,472 | 18,800 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||