Arkadios Wealth Advisors Madison Covered Call & Equity Strategy Fund Transaction History

Arkadios Wealth Advisors

$1.23 Billion
Q1 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$7.48 - $8.33 $2,745 - $3,057	-367 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$7.85 - $8.5 $11,515 - $12,469	-1,467 Reduced 79.99%	367 $2,000
Q2 2021 Jul 28, 2021	BUY	$7.75 - $8.45 $12,431 - $13,553	1,604 Added 697.39%	1,834 $14,000
Q1 2021 Apr 26, 2021	SELL	$6.73 - $7.73 $390 - $448	-58 Reduced 20.14%	230 $1,000
Q4 2020 Feb 09, 2021	BUY	$5.76 - $6.92 $1,658 - $1,992	288 New	288 $1,000

Others Institutions Holding MCN

# of Institutions

40

Shares Held

4.06M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

799K
Shares

$6.07 Million
0.01% of portfolio
Morgan Stanley New York, NY

553K
Shares

$4.21 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

496K
Shares

$3.77 Million
0.01% of portfolio
Ubs Group Ag

399K
Shares

$3.03 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

238K
Shares

$1.81 Million
0.0% of portfolio

About Madison Covered Call & Equity Strategy Fund

Ticker MCN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Madison Covered Call & Equity Strategy Fund is a closed-ended equity mutual fund launched by Madison Investment Holdings, Inc. It is managed by Madison Asset Management, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily i...

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