Arkadios Wealth Advisors Direxion Shs ETF Tr Auspice Br Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$29.43 - $31.53 $265,870 - $284,842	9,034 Added 39.26%	32,046 $943,000
Q1 2023 May 02, 2023	BUY	$29.18 - $30.67 $72,629 - $76,337	2,489 Added 12.13%	23,012 $705,000
Q4 2022 Jan 11, 2023	BUY	$29.39 - $30.29 $284,700 - $293,419	9,687 Added 89.4%	20,523 $0
Q3 2022 Oct 21, 2022	BUY	$29.79 - $30.83 $322,804 - $334,073	10,836 New	10,836 $323,000
Q1 2022 May 02, 2022	SELL	$29.12 - $35.81 $1.75 Million - $2.15 Million	-59,968 Closed	0 $0
Q4 2021 Feb 03, 2022	SELL	$28.78 - $33.06 $219,591 - $252,247	-7,630 Reduced 11.29%	59,968 $1.75 Million
Q3 2021 Oct 19, 2021	BUY	$29.74 - $31.68 $133,948 - $142,686	4,504 Added 7.14%	67,598 $2.14 Million
Q2 2021 Jul 28, 2021	BUY	$27.59 - $30.67 $1.74 Million - $1.94 Million	63,094 New	63,094 $1.91 Million

Others Institutions Holding COM

# of Institutions

70

Shares Held

6.25M

Call Options Held

50K

Put Options Held

0

Pitcairn CO Jenkintown, PA

1.92M
Shares

$55.4 Million
3.32% of portfolio
Pasadena Private Wealth, LLC Pasadena, CA

500K
Shares

$14.4 Million
3.24% of portfolio
High Tower Advisors, LLC Chicago, IL

458K
Shares

$13.2 Million
0.02% of portfolio
Mbl Wealth, LLC Charlotte, NC

316K
Shares

$9.11 Million
1.05% of portfolio
Stifel Financial Corp St. Louis, MO

283K
Shares

$8.15 Million
0.01% of portfolio

About DIREXION SHS ETF TR AUSPICE BR

Ticker COM
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