Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Feb 03, 2022
2,000
$25.0 - $25.38 $50K - $50.8K
DBB
Invesco Db Base Metals Fund

ETFs
Q4 2021 Filed on Feb 03, 2022
1,203
$20.59 - $23.91 $24.8K - $28.8K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
223
$22.83 - $24.85 $5.09K - $5.54K
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
292
$77.09 - $83.81 $22.5K - $24.5K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q4 2021 Filed on Feb 03, 2022
200
$30.27 - $33.17 $6.05K - $6.63K
AOK
Ishares Tr Core Conservative A

ETFs
Q4 2021 Filed on Feb 03, 2022
712
$39.36 - $40.4 $28K - $28.8K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q4 2021 Filed on Feb 03, 2022
573
$29.38 - $38.34 $16.8K - $22K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q4 2021 Filed on Feb 03, 2022
885
$23.68 - $24.27 $21K - $21.5K
RING
Ishares Inc Msci Global Gold M

ETFs
Q4 2021 Filed on Feb 03, 2022
180
$24.29 - $29.1 $4.37K - $5.24K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q4 2021 Filed on Feb 03, 2022
30,404
$54.56 - $55.46 $1.66M - $1.69M
JACK
Jack In The Box Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
10
$78.83 - $104.89 $788 - $1.05K
LCII
Lci Industries

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
9
$135.86 - $161.41 $1.22K - $1.45K
LYTS
Lsi Industries Inc

Technology
Q4 2021 Filed on Feb 03, 2022
3,799
$6.41 - $8.42 $24.4K - $32K
LC
Lending Club Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,420
$23.19 - $47.61 $32.9K - $67.6K
MAC
Macerich CO

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,119
$15.87 - $22.21 $17.8K - $24.9K
VRE
Veris Residential, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,262
$16.49 - $19.66 $20.8K - $24.8K
MCY
Mercury General Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
813
$50.82 - $56.86 $41.3K - $46.2K
MITK
Mitek Systems Inc

Technology
Q4 2021 Filed on Feb 03, 2022
310
$16.42 - $19.86 $5.09K - $6.16K
MOGA
Moog Inc Cla
Q4 2021 Filed on Feb 03, 2022
100
N/A
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,407
$5.36 - $5.96 $7.54K - $8.39K
NVEC
Nve Corp

Technology
Q4 2021 Filed on Feb 03, 2022
200
$63.24 - $74.57 $12.6K - $14.9K
NHI
National Health Investors Inc

Real Estate
Q4 2021 Filed on Feb 03, 2022
3,162
$50.96 - $58.18 $161K - $184K
NWG
Nat West Group PLC

Financial Services
Q4 2021 Filed on Feb 03, 2022
7
$5.55 - $6.48 $38.9 - $45.4
NMRK
Newmark Group, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,389
$14.28 - $18.7 $19.8K - $26K
NWE
Northwestern Corp

Utilities
Q4 2021 Filed on Feb 03, 2022
75
$54.51 - $59.63 $4.09K - $4.47K
Nuveen Select Tax Free Income Sh Ben Int
Q4 2021 Filed on Feb 03, 2022
6
N/A
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
Q4 2021 Filed on Feb 03, 2022
134
$14.85 - $15.94 $1.99K - $2.14K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
224
$15.32 - $16.11 $3.43K - $3.61K
NSL
Nuveen Senior Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
715
$5.72 - $6.08 $4.09K - $4.35K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
13
$16.49 - $17.25 $214 - $224
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
113
$15.18 - $15.6 $1.72K - $1.76K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
429
$9.96 - $10.45 $4.27K - $4.48K
JSD
Nuveen Short Duration Credit Opportunities Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
235
$14.42 - $15.39 $3.39K - $3.62K
NVVE
Nuvve Holding Corp.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,800
$10.97 - $16.84 $19.7K - $30.3K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
160
$46.99 - $59.46 $7.52K - $9.51K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
630
$35.11 - $39.58 $22.1K - $24.9K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
570
$39.82 - $47.48 $22.7K - $27.1K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
Q4 2021 Filed on Feb 03, 2022
600
$39.41 - $44.27 $23.6K - $26.6K
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,400
$7.09 - $7.54 $17K - $18.1K
YI
111, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
2,200
$3.12 - $6.11 $6.86K - $13.4K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
333
$15.55 - $16.55 $5.18K - $5.51K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
323
$14.78 - $15.7 $4.77K - $5.07K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q4 2021 Filed on Feb 03, 2022
110,052
$26.52 - $27.2 $2.92M - $2.99M
PTRS
Partners Bancorp

Financial Services
Q4 2021 Filed on Feb 03, 2022
757
$8.25 - $9.92 $6.25K - $7.51K
PLL
Piedmont Lithium Inc.

Basic Materials
Q4 2021 Filed on Feb 03, 2022
700
$50.86 - $66.39 $35.6K - $46.5K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,000
$22.7 - $40.83 $22.7K - $40.8K
POSH
Poshmark, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
300
$16.89 - $27.15 $5.07K - $8.15K
SSO
Proshares Ultra S&P 500

ETFs
Q4 2021 Filed on Feb 03, 2022
110
$59.77 - $74.03 $6.57K - $8.14K
QS
Quantum Scape Corp

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
550
$22.03 - $40.58 $12.1K - $22.3K
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