Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2021 Filed on Jul 28, 2021
185
$72.9 - $77.14 $13.5K - $14.3K
CAPD
Barclays Bank PLC

ETFs
Q2 2021 Filed on Jul 28, 2021
0
$19.39 - $20.96 $0 - $0
AVAV
Aero Vironment Inc

Industrials
Q1 2021 Filed on Apr 26, 2021
50
$85.93 - $137.94 $4.3K - $6.9K
AQN
Algonquin Power & Utilities Corp.

Utilities
Q1 2021 Filed on Apr 26, 2021
1,251
$15.19 - $17.74 $19K - $22.2K
Virtus Allianzgi Convertible Com
Q1 2021 Filed on Apr 26, 2021
10,245
N/A
CACI
Caci International Inc

Technology
Q1 2021 Filed on Apr 26, 2021
4
$216.37 - $259.21 $865 - $1.04K
Grubhub Inc Com
Q1 2021 Filed on Apr 26, 2021
209
N/A
LSXMK
Liberty Media Corp

Communication Services
Q1 2021 Filed on Apr 26, 2021
40
$39.85 - $47.04 $1.59K - $1.88K
OKTA
Okta, Inc.

Technology
Q1 2021 Filed on Apr 26, 2021
117
$208.51 - $291.78 $24.4K - $34.1K
SSL
Sasol LTD

Basic Materials
Q1 2021 Filed on Apr 26, 2021
13
$8.77 - $15.57 $114 - $202
HSIC
Henry Schein Inc

Healthcare
Q1 2021 Filed on Apr 26, 2021
72
$61.5 - $73.88 $4.43K - $5.32K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2021 Filed on Apr 26, 2021
267
$88.0 - $105.38 $23.5K - $28.1K
EHC
Encompass Health Corp

Healthcare
Q1 2021 Filed on Apr 26, 2021
213
$62.07 - $69.61 $13.2K - $14.8K
HES
Hess Corp

Energy
Q1 2021 Filed on Apr 26, 2021
0
$52.8 - $75.04 $0 - $0
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 26, 2021
0
$23.03 - $26.43 $0 - $0
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Apr 26, 2021
10
$99.52 - $215.83 $995 - $2.16K
WTW
Willis Towers Watson PLC

Financial Services
Q1 2021 Filed on Apr 26, 2021
1
$199.23 - $234.6 $199 - $235
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on Apr 26, 2021
1,115
N/A
Flir Sys Inc Com
Q1 2021 Filed on Apr 26, 2021
100
N/A
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q1 2021 Filed on Apr 26, 2021
142
$22.89 - $28.43 $3.25K - $4.04K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2021 Filed on Apr 26, 2021
62
$71.83 - $95.48 $4.45K - $5.92K
ACI
Albertsons Companies, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 26, 2021
300
$16.17 - $20.42 $4.85K - $6.13K
Ppd Inc Com
Q1 2021 Filed on Apr 26, 2021
105
N/A
NMM
Navios Maritime Partners L.P.

Industrials
Q1 2021 Filed on Apr 26, 2021
14
$10.25 - $29.09 $144 - $407
Riverfront Dynamic Unconstrained Income ETF
Q1 2021 Filed on Apr 26, 2021
75
N/A
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2021 Filed on Apr 26, 2021
700
$24.79 - $25.08 $17.4K - $17.6K
FDLO
Fidelity Covington Tr Low Vola

ETFs
Q1 2021 Filed on Apr 26, 2021
39
$41.53 - $44.1 $1.62K - $1.72K
PSR
Invesco Actively

ETFs
Q1 2021 Filed on Apr 26, 2021
118
$83.36 - $94.33 $9.84K - $11.1K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
Q1 2021 Filed on Apr 26, 2021
2,254
$6.59 - $8.8 $14.9K - $19.8K
BOXL
Boxlight Corp

Technology
Q1 2021 Filed on Apr 26, 2021
850
$1.49 - $3.6 $1.27K - $3.06K
Allianzgi Conv & Incm 2024 Trg Com
Q1 2021 Filed on Apr 26, 2021
4,892
N/A
SCCO
Southern Copper Corp

Basic Materials
Q1 2021 Filed on Apr 26, 2021
9
$65.82 - $81.53 $592 - $734
EQX
Equinox Gold Corp.

Basic Materials
Q1 2021 Filed on Apr 26, 2021
700
$7.82 - $11.17 $5.47K - $7.82K
LTHM
Livent Corp.

Basic Materials
Q1 2021 Filed on Apr 26, 2021
2,955
$15.75 - $23.41 $46.5K - $69.2K
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q1 2021 Filed on Apr 26, 2021
89
$9.83 - $10.76 $875 - $958
Ishares Ibonds 2021 Term High Yield And Income ETF
Q1 2021 Filed on Apr 26, 2021
105
N/A
American Intl Group Inc Wt Exp 011921
Q1 2021 Filed on Apr 26, 2021
53
N/A
Longview Acquisition Corp Com Cl A
Q1 2021 Filed on Apr 26, 2021
5,030
N/A
JENGQ
Just Energy Group Inc.

ETFs
Q1 2021 Filed on Apr 26, 2021
417
$0.71 - $8.09 $296 - $3.37K
Cnooc Limited Sponsored Adr
Q1 2021 Filed on Apr 26, 2021
92
N/A
Allianzgi Dividend Int & Prmiu Com
Q1 2021 Filed on Apr 26, 2021
1,616
N/A
Virtus Allianzgi Convertible Com
Q1 2021 Filed on Apr 26, 2021
7
N/A
MEIP
Mei Pharma, Inc.

Healthcare
Q1 2021 Filed on Apr 26, 2021
272
$2.73 - $4.5 $743 - $1.22K
ECOM
Channeladvisor Corp

Technology
Q1 2021 Filed on Apr 26, 2021
55
$15.31 - $28.49 $842 - $1.57K
COTY
Coty Inc.

Consumer Defensive
Q1 2021 Filed on Apr 26, 2021
11
$6.33 - $9.37 $69.6 - $103
CRTO
Criteo S.A.

Communication Services
Q1 2021 Filed on Apr 26, 2021
802
$18.05 - $35.46 $14.5K - $28.4K
China Telecom Corp LTD Spon Adr H Shs
Q1 2021 Filed on Apr 26, 2021
330
N/A
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q1 2021 Filed on Apr 26, 2021
244
$9.91 - $10.74 $2.42K - $2.62K
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
Q1 2021 Filed on Apr 26, 2021
1,694
$4.25 - $5.35 $7.2K - $9.06K
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