Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q1 2022 Filed on May 02, 2022
59,859
$45.03 - $50.85 $2.7M - $3.04M
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2022 Filed on May 02, 2022
27,419
$10.72 - $13.3 $294K - $365K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q1 2022 Filed on May 02, 2022
30,072
$29.45 - $40.6 $886K - $1.22M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q1 2022 Filed on May 02, 2022
3,442
$74.04 - $92.27 $255K - $318K
MOS
Mosaic CO

Basic Materials
Q1 2022 Filed on May 02, 2022
5,678
$39.0 - $71.34 $221K - $405K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q1 2022 Filed on May 02, 2022
20,245
$4.56 - $5.81 $92.3K - $118K
CMA
Comerica Inc

Financial Services
Q1 2022 Filed on May 02, 2022
2,504
$84.49 - $101.24 $212K - $254K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
Q1 2022 Filed on May 02, 2022
11,620
$51.05 - $56.08 $593K - $652K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
1,990
$38.61 - $51.98 $76.8K - $103K
LKQ
Lkq Corp

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
8,975
$42.55 - $59.49 $382K - $534K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2022 Filed on May 02, 2022
1,803
$108.0 - $122.07 $195K - $220K
OTTR
Otter Tail Corp

Utilities
Q1 2022 Filed on May 02, 2022
5,517
$59.36 - $69.62 $327K - $384K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q1 2022 Filed on May 02, 2022
13,236
$83.69 - $103.52 $1.11M - $1.37M
KJUL
Innovator U.S. Small Cap Power

Technology
Q1 2022 Filed on May 02, 2022
7,734
$24.6 - $26.59 $190K - $206K
Silverbox Engaged Merger CO I Com Cl A
Q1 2022 Filed on May 02, 2022
20,434
N/A
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
7,900
$21.55 - $45.47 $170K - $359K
ABB
Abb LTD

Industrials
Q4 2021 Filed on Feb 03, 2022
687
$32.55 - $38.65 $22.4K - $26.6K
ACIW
Aci Worldwide, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
25
$28.39 - $35.15 $710 - $879
ALK
Alaska Air Group, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
18
$46.29 - $62.2 $833 - $1.12K
AEE
Ameren Corp

Utilities
Q4 2021 Filed on Feb 03, 2022
1,151
$80.61 - $89.06 $92.8K - $103K
AWR
American States Water CO

Utilities
Q4 2021 Filed on Feb 03, 2022
964
$85.58 - $103.44 $82.5K - $99.7K
AME
Ametek Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
88
$123.11 - $147.41 $10.8K - $13K
Antares Pharma Inc Com
Q4 2021 Filed on Feb 03, 2022
1,500
N/A
ATO
Atmos Energy Corp

Utilities
Q4 2021 Filed on Feb 03, 2022
50
$88.78 - $104.83 $4.44K - $5.24K
AVT
Avnet Inc

Technology
Q4 2021 Filed on Feb 03, 2022
150
$36.11 - $41.79 $5.42K - $6.27K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2021 Filed on Feb 03, 2022
187
$61.54 - $71.73 $11.5K - $13.4K
BHC
Bausch Health Companies Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
122
$23.0 - $29.01 $2.81K - $3.54K
BFA
Brown Forman Corp Cl A
Q4 2021 Filed on Feb 03, 2022
516
N/A
BC
Brunswick Corp

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,003
$90.42 - $102.98 $90.7K - $103K
CMS
Cms Energy Corp

Utilities
Q4 2021 Filed on Feb 03, 2022
743
$58.85 - $65.41 $43.7K - $48.6K
CPB
Campbell Soup CO

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
131
$39.91 - $44.18 $5.23K - $5.79K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2021 Filed on Feb 03, 2022
519
$53.58 - $61.45 $27.8K - $31.9K
CRI
Carters Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
473
$91.39 - $109.69 $43.2K - $51.9K
CE
Celanese Corp

Basic Materials
Q4 2021 Filed on Feb 03, 2022
157
$148.94 - $172.91 $23.4K - $27.1K
Cerner Corp Com
Q4 2021 Filed on Feb 03, 2022
1,621
N/A
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
75
$351.38 - $448.68 $26.4K - $33.7K
CTAS
Cintas Corp

Industrials
Q4 2021 Filed on Feb 03, 2022
251
$386.1 - $458.45 $96.9K - $115K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 03, 2022
323
$78.72 - $108.43 $25.4K - $35K
CLX
Clorox CO

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
135
$158.99 - $178.17 $21.5K - $24.1K
CTSH
Cognizant Technology Solutions Corp

Technology
Q4 2021 Filed on Feb 03, 2022
409
$74.34 - $89.59 $30.4K - $36.6K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
187
$121.23 - $138.94 $22.7K - $26K
DTE
Dte Energy CO

Utilities
Q4 2021 Filed on Feb 03, 2022
616
$108.34 - $120.33 $66.7K - $74.1K
DXCM
Dexcom Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
65
$129.87 - $162.82 $8.44K - $10.6K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
652
$135.09 - $284.11 $88.1K - $185K
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
101
$18.71 - $19.93 $1.89K - $2.01K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
178
$63.71 - $80.59 $11.3K - $14.3K
ERIC
Ericsson Lm Telephone CO

Technology
Q4 2021 Filed on Feb 03, 2022
3,184
$10.0 - $12.21 $31.8K - $38.9K
FAST
Fastenal CO

Industrials
Q4 2021 Filed on Feb 03, 2022
758
$51.3 - $64.42 $38.9K - $48.8K
Federal Rlty Invt Tr Sh Ben Int New
Q4 2021 Filed on Feb 03, 2022
550
N/A
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