Arkadios Wealth Advisors Global X Funds Global X Altern Transaction History

Arkadios Wealth Advisors

$1.4 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$13.08 - $13.72 $119,224 - $125,057	-9,115 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$13.22 - $13.9 $38,999 - $41,005	2,950 Added 47.85%	9,115 $121,000
Q2 2021 Jul 28, 2021	BUY	$12.73 - $13.88 $56,648 - $61,766	4,450 Added 259.48%	6,165 $83,000
Q1 2021 Apr 26, 2021	SELL	$11.55 - $12.8 $30,526 - $33,830	-2,643 Reduced 60.65%	1,715 $21,000
Q4 2020 Feb 09, 2021	SELL	$10.32 - $11.92 $16,481 - $19,036	-1,597 Reduced 26.82%	4,358 $50,000
Q3 2020 Nov 10, 2020	BUY	$10.28 - $11.15 $3,649 - $3,958	355 Added 6.34%	5,955 $64 Million
Q1 2020 May 14, 2020	SELL	$7.25 - $15.07 $6,198 - $12,884	-855 Reduced 13.25%	5,600 $49.2 Million
Q4 2019 Feb 14, 2020	BUY	$14.55 - $15.04 $93,920 - $97,083	6,455 New	6,455 $95,000

Others Institutions Holding ALTY

# of Institutions

20

Shares Held

1.24M

Call Options Held

0

Put Options Held

0

Andesa Financial Management Inc.

465K
Shares

$5.57 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

402K
Shares

$4.82 Million
0.0% of portfolio
Eudaimonia Partners, LLC Winchester, TN

71.4K
Shares

$856,002
0.2% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

48.7K
Shares

$584,200
0.0% of portfolio
Triumph Capital Management

47.9K
Shares

$573,889
0.24% of portfolio

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