Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HPI
John Hancock Preferred Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
136
$20.18 - $22.01 $2.74K - $2.99K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
200
$23.24 - $45.06 $4.65K - $9.01K
DCI
Donaldson CO Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
78
$55.35 - $62.38 $4.32K - $4.87K
PRO
Pros Holdings, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
7
$30.0 - $38.8 $210 - $272
UNG
United States Natural Gas Fund, LP

ETFs
Q4 2021 Filed on Feb 03, 2022
75
$11.92 - $21.78 $894 - $1.63K
OGS
One Gas, Inc.

Utilities
Q4 2021 Filed on Feb 03, 2022
8
$64.5 - $77.59 $516 - $621
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,819
$20.18 - $22.18 $36.7K - $40.3K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
737
$22.95 - $26.15 $16.9K - $19.3K
EWG
Ishares Msci Germany ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
4,219
$31.77 - $34.68 $134K - $146K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,589
$7.9 - $10.19 $12.6K - $16.2K
EGHT
8 X8 Inc

Technology
Q4 2021 Filed on Feb 03, 2022
18
$16.67 - $24.46 $300 - $440
TSI
Tcw Strategic Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
269
$5.67 - $5.88 $1.53K - $1.58K
FIVN
Five9, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
15
$128.25 - $167.26 $1.92K - $2.51K
Quidel Corp Com
Q4 2021 Filed on Feb 03, 2022
33
N/A
RDWR
Radware LTD

Technology
Q4 2021 Filed on Feb 03, 2022
8
$28.96 - $41.74 $232 - $334
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,524
$5.95 - $6.38 $15K - $16.1K
UMC
United Microelectronics Corp

Technology
Q4 2021 Filed on Feb 03, 2022
1,891
$10.16 - $12.54 $19.2K - $23.7K
VRTV
Veritiv Corp

Industrials
Q4 2021 Filed on Feb 03, 2022
1
$93.19 - $155.74 $93.2 - $156
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,718
$3.82 - $4.29 $10.4K - $11.7K
FWONK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
1,030
$52.02 - $63.24 $53.6K - $65.1K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
48
$22.41 - $25.64 $1.08K - $1.23K
Pimco Income Opportunity Fd Com
Q4 2021 Filed on Feb 03, 2022
80
N/A
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
40
$22.38 - $24.45 $895 - $978
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q4 2021 Filed on Feb 03, 2022
135
$104.77 - $116.15 $14.1K - $15.7K
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
16
$2.04 - $3.58 $32.6 - $57.3
TNDM
Tandem Diabetes Care Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,131
$118.18 - $153.21 $134K - $173K
CDK
Cdk Global, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
50
$38.64 - $45.04 $1.93K - $2.25K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q4 2021 Filed on Feb 03, 2022
2
$51.06 - $53.98 $102 - $108
DBVT
Dbv Technologies S.A.

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,000
$1.39 - $5.58 $1.39K - $5.58K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
25
$147.21 - $174.38 $3.68K - $4.36K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
63
$148.48 - $177.33 $9.35K - $11.2K
UPLD
Upland Software, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
5
$17.94 - $34.13 $89.7 - $171
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
331
$86.35 - $107.63 $28.6K - $35.6K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
26
$119.4 - $148.62 $3.1K - $3.86K
EBIX
Ebix Inc

Technology
Q4 2021 Filed on Feb 03, 2022
357
$27.05 - $38.83 $9.66K - $13.9K
FAF
First American Financial Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
625
$67.31 - $78.66 $42.1K - $49.2K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 03, 2022
38,735
$58.39 - $78.64 $2.26M - $3.05M
BFS
Saul Centers, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
414
$45.38 - $53.85 $18.8K - $22.3K
WK
Workiva Inc

Technology
Q4 2021 Filed on Feb 03, 2022
6
$125.96 - $160.85 $756 - $965
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
790
$16.79 - $17.95 $13.3K - $14.2K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
317
$16.98 - $18.6 $5.38K - $5.9K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
Q4 2021 Filed on Feb 03, 2022
15
$51.69 - $52.33 $775 - $785
IGF
Ishares Global Infrastructure

ETFs
Q4 2021 Filed on Feb 03, 2022
55
$44.99 - $48.4 $2.47K - $2.66K
MGC
Vanguard Mega Cap ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
190
$152.0 - $169.23 $28.9K - $32.2K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
437
$9.64 - $10.71 $4.21K - $4.68K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2021 Filed on Feb 03, 2022
351
$35.7 - $39.01 $12.5K - $13.7K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
2,569
$15.39 - $20.12 $39.5K - $51.7K
Inovalon Hldgs Inc Com Cl A
Q4 2021 Filed on Feb 03, 2022
8,622
N/A
Guggenheim Enhanced Eqt Incm Com
Q4 2021 Filed on Feb 03, 2022
1,206
N/A
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