Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CEVA
Ceva Inc

Technology
Q4 2021 Filed on Feb 03, 2022
367
$40.99 - $50.4 $15K - $18.5K
CIEN
Ciena Corp

Technology
Q4 2021 Filed on Feb 03, 2022
750
$51.73 - $77.6 $38.8K - $58.2K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
266
$47.53 - $56.52 $12.6K - $15K
CTBI
Community Trust Bancorp Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
300
$41.87 - $45.85 $12.6K - $13.8K
SID
National Steel CO

Basic Materials
Q4 2021 Filed on Feb 03, 2022
1,962
$3.57 - $5.45 $7K - $10.7K
CXW
Core Civic, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,000
$8.36 - $11.88 $8.36K - $11.9K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 03, 2022
500
$35.39 - $39.43 $17.7K - $19.7K
COUR
Coursera, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
400
$23.19 - $37.0 $9.28K - $14.8K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,641
$13.59 - $14.29 $35.9K - $37.7K
APPS
Digital Turbine, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
362
$48.85 - $91.4 $17.7K - $33.1K
DBRG
Digital Bridge Group, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
708
$5.84 - $8.34 $4.13K - $5.9K
DLY
Double Line Yield Opportunities Fund

N/A
Q4 2021 Filed on Feb 03, 2022
109
$18.02 - $19.81 $1.96K - $2.16K
PFFA
Etfis Ser Tr I

ETFs
Q4 2021 Filed on Feb 03, 2022
1,200
$24.34 - $25.3 $29.2K - $30.4K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
221
$13.1 - $13.58 $2.9K - $3K
DAVA
Endava PLC

Technology
Q4 2021 Filed on Feb 03, 2022
167
$138.07 - $170.13 $23.1K - $28.4K
UUUU
Energy Fuels Inc

Energy
Q4 2021 Filed on Feb 03, 2022
1,000
$6.26 - $10.99 $6.26K - $11K
EOLS
Evolus, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
25
$5.37 - $8.38 $134 - $210
SNMP
Evolve Transition Infrastructure LP

Energy
Q4 2021 Filed on Feb 03, 2022
5,399
$0.56 - $1.34 $3.02K - $7.23K
EXEL
Exelixis, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,350
$15.84 - $21.88 $21.4K - $29.5K
FCN
Fti Consulting, Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
500
$135.5 - $155.03 $67.8K - $77.5K
FPI
Farmland Partners Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
20
$11.12 - $12.77 $222 - $255
FATE
Fate Therapeutics Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
225
$47.84 - $64.34 $10.8K - $14.5K
ECLN
First Tr Exchange Traded Fd Iv

ETFs
Q4 2021 Filed on Feb 03, 2022
302
$23.03 - $24.81 $6.96K - $7.49K
QDYN
Flexshares Quality Dividend Dy

ETFs
Q4 2021 Filed on Feb 03, 2022
100
N/A
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Feb 03, 2022
2,040
$15.9 - $24.77 $32.4K - $50.5K
FSM
Fortuna Silver Mines Inc

Basic Materials
Q4 2021 Filed on Feb 03, 2022
3,000
$3.06 - $5.25 $9.18K - $15.8K
GLP
Global Partners LP

Energy
Q4 2021 Filed on Feb 03, 2022
3,125
$21.46 - $24.12 $67.1K - $75.4K
EBIZ
Global X Fds E Comm ETF (De)
Q4 2021 Filed on Feb 03, 2022
1,714
N/A
SIL
Global X Silver Miners ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
14
$34.37 - $41.91 $481 - $587
GDOT
Green Dot Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
83
$34.2 - $51.9 $2.84K - $4.31K
IAC
Iac/Inter Active Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
1,739
$122.47 - $156.76 $213K - $273K
IPGP
Ipg Photonics Corp

Technology
Q4 2021 Filed on Feb 03, 2022
10
$153.19 - $177.34 $1.53K - $1.77K
IEP
Icahn Enterprises L.P.

Industrials
Q4 2021 Filed on Feb 03, 2022
497
$49.59 - $58.29 $24.6K - $29K
IMAX
Imax Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
84
$15.92 - $21.85 $1.34K - $1.84K
ROOF
Indexiq ETF Trust Iq Cbre Next
Q4 2021 Filed on Feb 03, 2022
8
N/A
MNA
Iq Merger Arbitrage ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
9
$31.86 - $33.07 $287 - $298
KAPR
Innovator U.S. Small Cap Power

ETFs
Q4 2021 Filed on Feb 03, 2022
605
$26.91 - $28.48 $16.3K - $17.2K
ITGR
Integer Holdings Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
100
$79.74 - $93.39 $7.97K - $9.34K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q4 2021 Filed on Feb 03, 2022
749
$13.35 - $13.98 $10K - $10.5K
IIM
Invesco Value Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
116
$15.81 - $17.04 $1.83K - $1.98K
Invesco Dynamic Cr Opportuniti Com
Q4 2021 Filed on Feb 03, 2022
219
N/A
IHIT
Invesco High Income 2023 Target Term Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
56
$9.24 - $10.0 $517 - $560
RZV
Invesco Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
92
$90.61 - $105.17 $8.34K - $9.68K
DJD
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
195
$42.33 - $45.63 $8.25K - $8.9K
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
1,050
$47.61 - $54.6 $50K - $57.3K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
1,250
$47.9 - $55.2 $59.9K - $69K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2021 Filed on Feb 03, 2022
554
$73.77 - $82.68 $40.9K - $45.8K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q4 2021 Filed on Feb 03, 2022
159
$26.7 - $27.14 $4.25K - $4.32K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
2,200
$38.95 - $42.15 $85.7K - $92.7K
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