Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PNR
Pentair PLC

Industrials
Q1 2022 Filed on May 02, 2022
3,753
$53.68 - $71.86 $201K - $270K
Yandex N V Shs Class A
Q1 2022 Filed on May 02, 2022
3,502
N/A
CAR
Avis Budget Group, Inc.

Industrials
Q1 2022 Filed on May 02, 2022
1,000
$149.52 - $298.0 $150K - $298K
OPK
Opko Health, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
25,000
$2.87 - $4.93 $71.8K - $123K
AMH
American Homes 4 Rent

Real Estate
Q1 2022 Filed on May 02, 2022
5,228
$37.12 - $43.35 $194K - $227K
INVH
Invitation Homes Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
4,719
$37.26 - $45.13 $176K - $213K
JNPR
Juniper Networks Inc

Technology
Q1 2022 Filed on May 02, 2022
17,153
$31.43 - $37.69 $539K - $646K
ITB
Ishares Tr

ETFs
Q1 2022 Filed on May 02, 2022
4,690
$59.26 - $81.62 $278K - $383K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q1 2022 Filed on May 02, 2022
2,548
$72.8 - $84.71 $185K - $216K
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
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on May 02, 2022
8,857
$60.17 - $80.38 $533K - $712K
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2022 Filed on May 02, 2022
27,419
$10.72 - $13.3 $294K - $365K
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q1 2022 Filed on May 02, 2022
6,499
$47.49 - $52.96 $309K - $344K
GEN
Gen Digital Inc Com
Q1 2022 Filed on May 02, 2022
9,311
N/A
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
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
IRT
Independence Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
10,747
$21.99 - $26.84 $236K - $288K
OPK
Opko Health, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
49,000
$2.87 - $4.93 $141K - $242K
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
AVB
Avalonbay Communities Inc

Real Estate
Q4 2021 Filed on Feb 03, 2022
331
$222.76 - $252.59 $73.7K - $83.6K
AVT
Avnet Inc

Technology
Q4 2021 Filed on Feb 03, 2022
150
$36.11 - $41.79 $5.42K - $6.27K
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
484
$136.3 - $180.96 $66K - $87.6K
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
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