Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DVOL
First Tr ETF Vi Dorsey Wright
Q4 2021 Filed on Feb 03, 2022
670
N/A
GH
Guardant Health, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
65
$88.71 - $120.43 $5.77K - $7.83K
Invesco Mortgage Capital Inc Com
Q4 2021 Filed on Feb 03, 2022
549
N/A
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
46
$328.66 - $373.09 $15.1K - $17.2K
NVTA
Invitae Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
237
$14.7 - $28.67 $3.48K - $6.79K
PICK
Ishares Inc Msci Global Select

ETFs
Q4 2021 Filed on Feb 03, 2022
181
$40.24 - $44.48 $7.28K - $8.05K
JHMS
John Hancock ETF Tr Multifacto

ETFs
Q4 2021 Filed on Feb 03, 2022
1,000
$33.82 - $37.1 $33.8K - $37.1K
PUK
Prudential PLC

Financial Services
Q4 2021 Filed on Feb 03, 2022
609
$32.31 - $42.05 $19.7K - $25.6K
SDGR
Schrodinger, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
225
$33.38 - $59.25 $7.51K - $13.3K
VRSK
Verisk Analytics, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
874
$198.81 - $230.03 $174K - $201K
VSAT
Viasat Inc

Technology
Q4 2021 Filed on Feb 03, 2022
564
$42.56 - $67.0 $24K - $37.8K
CSB
Victory Portf Ii Shs Us Small

ETFs
Q4 2021 Filed on Feb 03, 2022
111
$57.9 - $62.89 $6.43K - $6.98K
WWE
World Wrestling Entertainmentinc

Communication Services
Q4 2021 Filed on Feb 03, 2022
101
$47.54 - $61.82 $4.8K - $6.24K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
100
$49.35 - $57.8 $4.94K - $5.78K
ST
Sensata Technologies Holding PLC

Technology
Q4 2021 Filed on Feb 03, 2022
398
$54.77 - $61.69 $21.8K - $24.6K
ADC
Agree Realty Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
300
$66.45 - $71.82 $19.9K - $21.5K
SWAN
Amplify ETF Tr Blackswan Growt
Q4 2021 Filed on Feb 03, 2022
4,002
N/A
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
280
$63.26 - $108.62 $17.7K - $30.4K
BLDR
Builders First Source, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
265
$52.58 - $85.71 $13.9K - $22.7K
CNC
Centene Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
2,278
$61.94 - $84.72 $141K - $193K
CRNC
Cerence Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
51
$69.2 - $112.96 $3.53K - $5.76K
CMP
Compass Minerals International Inc

Basic Materials
Q4 2021 Filed on Feb 03, 2022
24
$48.63 - $74.49 $1.17K - $1.79K
MSVX
ETF Ser Solutions Lha Mkt St A

ETFs
Q4 2021 Filed on Feb 03, 2022
3,751
$24.48 - $25.35 $91.8K - $95.1K
EGP
Eastgroup Properties Inc

Real Estate
Q4 2021 Filed on Feb 03, 2022
438
$169.01 - $228.56 $74K - $100K
EQH
Equitable Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
287
$29.95 - $35.43 $8.6K - $10.2K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,479
$78.48 - $87.66 $116K - $130K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
190
$72.5 - $100.68 $13.8K - $19.1K
FSLY
Fastly, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
590
$35.09 - $54.39 $20.7K - $32.1K
FFIV
F5, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
110
$196.73 - $247.78 $21.6K - $27.3K
FNF
Fidelity National Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
23
$45.67 - $52.62 $1.05K - $1.21K
DIV
Global X Superdividend Us ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
3,750
$19.62 - $20.88 $73.6K - $78.3K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,183
$29.95 - $34.72 $35.4K - $41.1K
HIW
Highwoods Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,357
$42.12 - $47.28 $57.2K - $64.2K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q4 2021 Filed on Feb 03, 2022
459
$30.6 - $32.14 $14K - $14.8K
KLDW
Investment Managers Series Tru
Q4 2021 Filed on Feb 03, 2022
1,000
N/A
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
538
$47.13 - $51.47 $25.4K - $27.7K
IAT
Ishares Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
462
$58.66 - $66.11 $27.1K - $30.5K
JBGS
Jbg Smith Properties

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,257
$27.15 - $30.69 $34.1K - $38.6K
JPIN
Jp Morgan Diversified Return I

ETFs
Q4 2021 Filed on Feb 03, 2022
989
$58.11 - $61.62 $57.5K - $60.9K
KRC
Kilroy Realty Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
852
$63.03 - $72.47 $53.7K - $61.7K
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Feb 03, 2022
900
$9.25 - $15.44 $8.33K - $13.9K
PD
Pager Duty, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
434
$30.98 - $43.51 $13.4K - $18.9K
PSTG
Pure Storage, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
3,390
$24.87 - $34.16 $84.3K - $116K
REG
Regency Centers Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,645
$68.66 - $75.95 $113K - $125K
ROIC
Retail Opportunity Investments Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
2,719
$17.16 - $19.6 $46.7K - $53.3K
RNG
Ring Central, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
13
$177.8 - $281.64 $2.31K - $3.66K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q4 2021 Filed on Feb 03, 2022
344
$42.1 - $43.53 $14.5K - $15K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2021 Filed on Feb 03, 2022
10
$30.42 - $30.64 $304 - $306
PIXY
Shift Pixy, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
1,000
$0.65 - $1.75 $650 - $1.75K
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