Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UMPQ
Umpqua Holdings Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
578
$9.87 - $12.05 $5.7K - $6.96K
DVA
Davita Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
38
$79.57 - $91.84 $3.02K - $3.49K
BICK
First Trust Ise Bick Index Fun

ETFs
Q3 2020 Filed on Nov 10, 2020
118
$26.59 - $30.92 $3.14K - $3.65K
FBZ
First Trust Brazil Alphadex Fu
Q3 2020 Filed on Nov 10, 2020
303
N/A
FGM
First Trust Germany Alphadex F

ETFs
Q3 2020 Filed on Nov 10, 2020
86
$40.9 - $46.97 $3.52K - $4.04K
FSZ
First Trust Switzerland Alphad

ETFs
Q3 2020 Filed on Nov 10, 2020
78
$48.94 - $55.1 $3.82K - $4.3K
Meet Group Inc Com
Q3 2020 Filed on Nov 10, 2020
200
N/A
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
200
$15.18 - $36.69 $3.04K - $7.34K
Td Ameritrade Hldg Corp Com
Q3 2020 Filed on Nov 10, 2020
212
N/A
Hines Global Reit Inc Com
Q3 2020 Filed on Nov 10, 2020
3,469
N/A
Pharmos Corp Com Par $.03
Q3 2020 Filed on Nov 10, 2020
400
N/A
Logmein Inc Com
Q3 2020 Filed on Nov 10, 2020
65
N/A
MMNFF
Med Men Enterprises, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
5,000
$0.14 - $0.24 $700 - $1.2K
NCEN
Nacel Energy Corp. Common Stoc
Q3 2020 Filed on Nov 10, 2020
500
$0.0 - $0.0 $0 - $0
Acorda Therapeutics Inc Com
Q3 2020 Filed on Nov 10, 2020
10,000
N/A
Cit Group Inc Com New
Q3 2020 Filed on Nov 10, 2020
2,600
N/A
IYG
Ishares Tr

ETFs
Q3 2020 Filed on Nov 10, 2020
29
$38.91 - $43.53 $1.13K - $1.26K
Mene Inc Sub Vtg Cl B
Q3 2020 Filed on Nov 10, 2020
181
N/A
Nikola Corp Wt Exp 060325
Q3 2020 Filed on Nov 10, 2020
1,000
N/A
PBF
Pbf Energy Inc.

Energy
Q3 2020 Filed on Nov 10, 2020
800
$5.69 - $9.84 $4.55K - $7.87K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
Q3 2020 Filed on Nov 10, 2020
3,900
$15.85 - $19.93 $61.8K - $77.7K
Preferred Apt Cmntys Inc Wt Exp 072920
Q3 2020 Filed on Nov 10, 2020
36
N/A
Preferred Apt Cmntys Inc Wt Exp 081520
Q3 2020 Filed on Nov 10, 2020
233
N/A
RFL
Rafael Holdings, Inc.

Real Estate
Q3 2020 Filed on Nov 10, 2020
117
$12.38 - $19.17 $1.45K - $2.24K
T Mobile Us Inc Rt
Q3 2020 Filed on Nov 10, 2020
60
N/A
ALX
Alexanders Inc

Real Estate
Q2 2020 Filed on Aug 10, 2020
4
$225.13 - $324.85 $901 - $1.3K
HRB
H&R Block Inc

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
177
$11.94 - $19.76 $2.11K - $3.5K
CAJ
Canon Inc

Technology
Q2 2020 Filed on Aug 10, 2020
672
$19.63 - $21.87 $13.2K - $14.7K
Cypress Semiconductor Corp Com
Q2 2020 Filed on Aug 10, 2020
420
N/A
EIG
Employers Holdings, Inc.

Financial Services
Q2 2020 Filed on Aug 10, 2020
36
$26.59 - $37.48 $957 - $1.35K
Enable Midstream Partners LP Com Unit Rp In
Q2 2020 Filed on Aug 10, 2020
1,000
N/A
Fs Kkr Capital Corp Com
Q2 2020 Filed on Aug 10, 2020
108,555
N/A
FLT
Fleetcor Technologies Inc

Technology
Q2 2020 Filed on Aug 10, 2020
3
$173.22 - $282.43 $520 - $847
HXL
Hexcel Corp

Industrials
Q2 2020 Filed on Aug 10, 2020
41
$26.75 - $47.91 $1.1K - $1.96K
IAA
Iaa, Inc.

Industrials
Q2 2020 Filed on Aug 10, 2020
8
$25.0 - $45.11 $200 - $361
IRBT
Irobot Corp

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
100
$38.02 - $84.27 $3.8K - $8.43K
Marlin Business Svcs Corp Com
Q2 2020 Filed on Aug 10, 2020
142
N/A
QUAD
Quad/Graphics, Inc.

Industrials
Q2 2020 Filed on Aug 10, 2020
31
$2.09 - $4.64 $64.8 - $144
Raytheon CO Com New
Q2 2020 Filed on Aug 10, 2020
1,221
N/A
RENN
Renren Inc.

Technology
Q2 2020 Filed on Aug 10, 2020
6
$0.67 - $5.21 $4.02 - $31.3
Unilever N V N Y Shs New
Q2 2020 Filed on Aug 10, 2020
565
N/A
ZION
Zions Bancorporation, National Association

Financial Services
Q2 2020 Filed on Aug 10, 2020
25
$24.68 - $40.57 $617 - $1.01K
AES
Aes Corp

Utilities
Q2 2020 Filed on Aug 10, 2020
118
$11.61 - $14.97 $1.37K - $1.77K
Alerian Mlp ETF
Q2 2020 Filed on Aug 10, 2020
5,740
N/A
Aurora Cannabis Inc Com
Q2 2020 Filed on Aug 10, 2020
220
N/A
BB
Blackberry LTD

Technology
Q2 2020 Filed on Aug 10, 2020
1,000
$3.22 - $5.79 $3.22K - $5.79K
CTRE
Care Trust Reit, Inc.

Real Estate
Q2 2020 Filed on Aug 10, 2020
90
$13.04 - $20.85 $1.17K - $1.88K
APOP
Cellect Biotechnology Ltd.

Healthcare
Q2 2020 Filed on Aug 10, 2020
300
N/A
Knowledge Leaders Developed World ETF
Q2 2020 Filed on Aug 10, 2020
1,000
N/A
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