Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q4 2021 Filed on Feb 03, 2022
115
$85.15 - $104.16 $9.79K - $12K
S
Sentinel One, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
35
$45.01 - $76.3 $1.58K - $2.67K
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
21
$255.27 - $368.33 $5.36K - $7.73K
AGOX
Starboard Invt Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
5,741
$24.22 - $27.48 $139K - $158K
TXG
10x Genomics, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
20
$135.05 - $182.59 $2.7K - $3.65K
THC
Tenet Healthcare Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
332
$61.02 - $81.91 $20.3K - $27.2K
CORN
Teucrium Commodity Trust

ETFs
Q4 2021 Filed on Feb 03, 2022
852
$19.53 - $22.27 $16.6K - $19K
SOYB
Teucrium Commodity Trust

ETFs
Q4 2021 Filed on Feb 03, 2022
707
$20.86 - $23.18 $14.7K - $16.4K
TRYP
Tidal ETF Tr Sonicshares Airls

ETFs
Q4 2021 Filed on Feb 03, 2022
1,000
$4.18 - $5.29 $4.18K - $5.29K
PATH
Ui Path, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
2,072
$39.81 - $57.51 $82.5K - $119K
TIGR
Up Fintech Holding LTD

Financial Services
Q4 2021 Filed on Feb 03, 2022
500
$4.5 - $10.7 $2.25K - $5.35K
UBA
Urstadt Biddle Properties Inc

Real Estate
Q4 2021 Filed on Feb 03, 2022
800
$18.62 - $21.55 $14.9K - $17.2K
Vaneck Russia ETF
Q4 2021 Filed on Feb 03, 2022
344
N/A
Vedanta Limited Sponsored Adr
Q4 2021 Filed on Feb 03, 2022
1,000
N/A
VBTX
Veritex Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
100
$36.97 - $43.64 $3.7K - $4.36K
WTBA
West Bancorporation Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,550
$29.97 - $33.77 $46.5K - $52.3K
Apollo Strategic Growth Captl Shs Cl A
Q4 2021 Filed on Feb 03, 2022
4,382
N/A
Apollo Strategic Growth Captl Wt Exp 102927
Q4 2021 Filed on Feb 03, 2022
0
N/A
ONON
On Holding Ag

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
100
$29.09 - $51.45 $2.91K - $5.15K
Alexion Pharmaceuticals Inc Com
Q3 2021 Filed on Oct 19, 2021
2,368
N/A
CHD
Church & Dwight CO Inc

Consumer Defensive
Q3 2021 Filed on Oct 19, 2021
173
$82.36 - $87.51 $14.2K - $15.1K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q3 2021 Filed on Oct 19, 2021
13
$47.75 - $62.35 $621 - $811
General Electric CO Com
Q3 2021 Filed on Oct 19, 2021
24,535
N/A
PNW
Pinnacle West Capital Corp

Utilities
Q3 2021 Filed on Oct 19, 2021
13
$71.68 - $86.39 $932 - $1.12K
ASIX
Advan Six Inc.

Basic Materials
Q3 2021 Filed on Oct 19, 2021
1
$28.24 - $40.21 $28.2 - $40.2
TU
Telus Corp

Communication Services
Q3 2021 Filed on Oct 19, 2021
967
$21.73 - $23.6 $21K - $22.8K
TDF
Templeton Dragon Fund Inc

Financial Services
Q3 2021 Filed on Oct 19, 2021
100
$17.69 - $23.63 $1.77K - $2.36K
HA
Hawaiian Holdings Inc

Industrials
Q3 2021 Filed on Oct 19, 2021
800
$17.93 - $24.89 $14.3K - $19.9K
SNDR
Schneider National, Inc.

Industrials
Q3 2021 Filed on Oct 19, 2021
94
$20.64 - $23.47 $1.94K - $2.21K
Slack Technologies Inc Com Cl A
Q3 2021 Filed on Oct 19, 2021
500
N/A
BLUE
Bluebird Bio, Inc.

Healthcare
Q3 2021 Filed on Oct 19, 2021
107
$11.24 - $21.0 $1.2K - $2.25K
FNV
Franco Nevada Corp

Basic Materials
Q3 2021 Filed on Oct 19, 2021
39
$128.74 - $161.28 $5.02K - $6.29K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q3 2021 Filed on Oct 19, 2021
428
$50.07 - $66.05 $21.4K - $28.3K
AOA
Ishares Tr Core Aggressive All

ETFs
Q3 2021 Filed on Oct 19, 2021
600
$69.28 - $72.77 $41.6K - $43.7K
First Tr Sr Floating Rate 2022 Com Shs
Q3 2021 Filed on Oct 19, 2021
4,426
N/A
Talend S A Ads
Q3 2021 Filed on Oct 19, 2021
9
N/A
Nuveen Corporate Incm Novemebr Com
Q3 2021 Filed on Oct 19, 2021
43
N/A
SBNY
Signature Bank Corp

Financial Services
Q3 2021 Filed on Oct 19, 2021
60
$226.83 - $276.64 $13.6K - $16.6K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q3 2021 Filed on Oct 19, 2021
4,003
$45.19 - $52.21 $181K - $209K
Blackrock 2022 Gbl Incm Opp Tr Com
Q3 2021 Filed on Oct 19, 2021
739
N/A
OMER
Omeros Corp

Healthcare
Q3 2021 Filed on Oct 19, 2021
5,600
$13.4 - $16.3 $75K - $91.3K
COO
Cooper Companies, Inc.

Healthcare
Q3 2021 Filed on Oct 19, 2021
44
$396.76 - $455.92 $17.5K - $20.1K
HFRO
Highland Income Fund\Ma

Financial Services
Q3 2021 Filed on Oct 19, 2021
902
$10.2 - $11.07 $9.2K - $9.99K
PIPR
Piper Sandler Companies

Financial Services
Q3 2021 Filed on Oct 19, 2021
30
$115.71 - $148.47 $3.47K - $4.45K
CNMD
Conmed Corp

Healthcare
Q3 2021 Filed on Oct 19, 2021
35
$122.87 - $139.12 $4.3K - $4.87K
JLS
Nuveen Mortgage & Income Fund

Financial Services
Q3 2021 Filed on Oct 19, 2021
325
$20.55 - $21.4 $6.68K - $6.95K
UGI
Ugi Corp

Utilities
Q3 2021 Filed on Oct 19, 2021
172
$42.18 - $48.09 $7.25K - $8.27K
EFL
Eaton Vance Floating Rate 2022 Target Term Trust

N/A
Q3 2021 Filed on Oct 19, 2021
6,233
$9.31 - $9.52 $58K - $59.3K
CHT
Chunghwa Telecom CO LTD

Communication Services
Q3 2021 Filed on Oct 19, 2021
9
$39.29 - $42.72 $354 - $384
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