Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
5
$10.35 - $31.18 $51.8 - $156
FIX
Comfort Systems Usa Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
470
$74.06 - $102.81 $34.8K - $48.3K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
46
$40.32 - $48.72 $1.85K - $2.24K
BL
Blackline, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
9
$99.35 - $131.39 $894 - $1.18K
John Hancock Multifactor Industrials ETF
Q4 2021 Filed on Feb 03, 2022
584
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
10
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,291
$14.28 - $15.13 $32.7K - $34.7K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
431
$16.67 - $17.55 $7.18K - $7.56K
AZUL
Azul Sa

Industrials
Q4 2021 Filed on Feb 03, 2022
1,000
$11.53 - $21.74 $11.5K - $21.7K
APPN
Appian Corp

Technology
Q4 2021 Filed on Feb 03, 2022
170
$65.21 - $103.39 $11.1K - $17.6K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2021 Filed on Feb 03, 2022
705
$80.7 - $89.51 $56.9K - $63.1K
COMB
Graniteshares ETF Tr Bloomber

ETFs
Q4 2021 Filed on Feb 03, 2022
112
$25.65 - $31.66 $2.87K - $3.55K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2021 Filed on Feb 03, 2022
325
$35.97 - $36.6 $11.7K - $11.9K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
3
$46.17 - $55.37 $139 - $166
FRI
First Tr S&P Reit Index Fd

ETFs
Q4 2021 Filed on Feb 03, 2022
606
$28.49 - $32.6 $17.3K - $19.8K
AIEQ
ETF Managers Tr Ai Powered Equ
Q4 2021 Filed on Feb 03, 2022
50
N/A
LFVN
Lifevantage Corp

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
530
$6.15 - $7.68 $3.26K - $4.07K
NTR
Nutrien Ltd.

Basic Materials
Q4 2021 Filed on Feb 03, 2022
159
$65.93 - $76.54 $10.5K - $12.2K
SKYW
Skywest Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
942
$37.24 - $52.17 $35.1K - $49.1K
FIVA
Fidelity Covington Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
776
$23.23 - $24.89 $18K - $19.3K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
244
$32.1 - $39.07 $7.83K - $9.53K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
455
$11.52 - $12.48 $5.24K - $5.68K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q4 2021 Filed on Feb 03, 2022
4,225
$38.24 - $42.82 $162K - $181K
DALI
First Tr ETF Vi Dorseywright D

ETFs
Q4 2021 Filed on Feb 03, 2022
4,965
$24.71 - $27.86 $123K - $138K
WOOD
Ishares Global Timber & Forest
Q4 2021 Filed on Feb 03, 2022
3
N/A
OPRA
Opera LTD

Communication Services
Q4 2021 Filed on Feb 03, 2022
1,601
$6.67 - $9.33 $10.7K - $14.9K
ONLN
Proshares Tr Online Retail ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
15,541
$55.23 - $71.69 $858K - $1.11M
NET
Cloudflare, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
417
$114.98 - $217.25 $47.9K - $90.6K
Anaplan Inc Com
Q4 2021 Filed on Feb 03, 2022
759
N/A
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,055
$25.07 - $32.11 $51.5K - $66K
EQC
Equity Commonwealth

Real Estate
Q4 2021 Filed on Feb 03, 2022
34
$25.13 - $27.04 $854 - $919
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
91
$17.02 - $18.44 $1.55K - $1.68K
PSEP
Innovator U.S. Equity Power Bu
Q4 2021 Filed on Feb 03, 2022
500
N/A
Medallia Inc Com
Q4 2021 Filed on Feb 03, 2022
28
N/A
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
161
$6.62 - $7.7 $1.07K - $1.24K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
130
$22.02 - $23.12 $2.86K - $3.01K
PJAN
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 03, 2022
1,700
$32.63 - $33.3 $55.5K - $56.6K
HIBB
Hibbett Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
105
$65.34 - $99.69 $6.86K - $10.5K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
278
$25.24 - $26.3 $7.02K - $7.31K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,142
$5.03 - $5.49 $5.74K - $6.27K
AU
Anglogold Ashanti LTD

Basic Materials
Q4 2021 Filed on Feb 03, 2022
900
$16.23 - $21.11 $14.6K - $19K
PPT
Putnam Premier Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
669
$4.24 - $4.61 $2.84K - $3.08K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
Q4 2021 Filed on Feb 03, 2022
94
$20.52 - $22.1 $1.93K - $2.08K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
190
$13.0 - $14.33 $2.47K - $2.72K
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
224
$3.87 - $4.1 $867 - $918
BHK
Blackrock Core Bond Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
294
$15.84 - $16.87 $4.66K - $4.96K
BLW
Blackrock LTD Duration Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
227
$16.38 - $17.33 $3.72K - $3.93K
MGF
Mfs Government Markets Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
164
$4.2 - $4.34 $689 - $712
HPS
John Hancock Preferred Income Fund Iii

Financial Services
Q4 2021 Filed on Feb 03, 2022
145
$18.21 - $19.85 $2.64K - $2.88K
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