Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ZS
Zscaler, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
256
$251.86 - $368.78 $64.5K - $94.4K
DOX
Amdocs LTD

Technology
Q4 2021 Filed on Feb 03, 2022
196
$68.34 - $81.16 $13.4K - $15.9K
MYOV
Myovant Sciences Ltd.

Healthcare
Q4 2021 Filed on Feb 03, 2022
300
$14.31 - $23.87 $4.29K - $7.16K
ESLT
Elbit Systems LTD

Industrials
Q4 2021 Filed on Feb 03, 2022
101
$142.75 - $177.32 $14.4K - $17.9K
QURE
Uni Qure N.V.

Healthcare
Q4 2021 Filed on Feb 03, 2022
816
$20.24 - $36.01 $16.5K - $29.4K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1
$26.65 - $29.76 $26.7 - $29.8
Mimecast LTD Ord Shs
Q4 2021 Filed on Feb 03, 2022
11
N/A
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
100
$14.93 - $15.96 $1.49K - $1.6K
CSA
Victory Portfolios Ii Shs Us S

ETFs
Q4 2021 Filed on Feb 03, 2022
1,797
$65.2 - $71.15 $117K - $128K
RMR
Rmr Group Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
26
$32.67 - $37.55 $849 - $976
HUBB
Hubbell Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
548
$178.98 - $210.14 $98.1K - $115K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
200
$26.55 - $40.57 $5.31K - $8.11K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
196
$19.52 - $21.06 $3.83K - $4.13K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q4 2021 Filed on Feb 03, 2022
250
$43.72 - $52.45 $10.9K - $13.1K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
386
$59.46 - $72.91 $23K - $28.1K
PSO
Pearson PLC

Communication Services
Q4 2021 Filed on Feb 03, 2022
3,192
$7.77 - $10.18 $24.8K - $32.5K
BATRA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
7
$26.3 - $31.96 $184 - $224
TNA
Direxion Daily Small Cap Bull

ETFs
Q4 2021 Filed on Feb 03, 2022
200
$73.65 - $111.84 $14.7K - $22.4K
UHT
Universal Health Realty Income Trust

Real Estate
Q4 2021 Filed on Feb 03, 2022
33
$55.23 - $60.18 $1.82K - $1.99K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
1,325
$30.13 - $38.56 $39.9K - $51.1K
MPW
Medical Properties Trust Inc

Real Estate
Q4 2021 Filed on Feb 03, 2022
6,100
$19.72 - $23.63 $120K - $144K
BLKB
Blackbaud Inc

Technology
Q4 2021 Filed on Feb 03, 2022
6
$69.61 - $86.48 $418 - $519
FTS
Fortis Inc.

Utilities
Q4 2021 Filed on Feb 03, 2022
414
$43.26 - $48.27 $17.9K - $20K
EVBG
Everbridge, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
8
$63.0 - $160.29 $504 - $1.28K
FLGT
Fulgent Genetics, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
2,743
$77.3 - $105.0 $212K - $288K
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
5
$10.35 - $31.18 $51.8 - $156
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
46
$40.32 - $48.72 $1.85K - $2.24K
BL
Blackline, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
9
$99.35 - $131.39 $894 - $1.18K
John Hancock Multifactor Industrials ETF
Q4 2021 Filed on Feb 03, 2022
584
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
10
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,291
$14.28 - $15.13 $32.7K - $34.7K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
431
$16.67 - $17.55 $7.18K - $7.56K
AZUL
Azul Sa

Industrials
Q4 2021 Filed on Feb 03, 2022
1,000
$11.53 - $21.74 $11.5K - $21.7K
APPN
Appian Corp

Technology
Q4 2021 Filed on Feb 03, 2022
170
$65.21 - $103.39 $11.1K - $17.6K
COMB
Graniteshares ETF Tr Bloomber

ETFs
Q4 2021 Filed on Feb 03, 2022
112
$25.65 - $31.66 $2.87K - $3.55K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2021 Filed on Feb 03, 2022
325
$35.97 - $36.6 $11.7K - $11.9K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
3
$46.17 - $55.37 $139 - $166
FRI
First Tr S&P Reit Index Fd

ETFs
Q4 2021 Filed on Feb 03, 2022
606
$28.49 - $32.6 $17.3K - $19.8K
AIEQ
ETF Managers Tr Ai Powered Equ
Q4 2021 Filed on Feb 03, 2022
50
N/A
INDY
Ishares India 50 ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
142
$45.16 - $53.68 $6.41K - $7.62K
LFVN
Lifevantage Corp

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
530
$6.15 - $7.68 $3.26K - $4.07K
SKYW
Skywest Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
942
$37.24 - $52.17 $35.1K - $49.1K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
244
$32.1 - $39.07 $7.83K - $9.53K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
455
$11.52 - $12.48 $5.24K - $5.68K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q4 2021 Filed on Feb 03, 2022
4,225
$38.24 - $42.82 $162K - $181K
DALI
First Tr ETF Vi Dorseywright D

ETFs
Q4 2021 Filed on Feb 03, 2022
4,965
$24.71 - $27.86 $123K - $138K
OPRA
Opera LTD

Communication Services
Q4 2021 Filed on Feb 03, 2022
1,601
$6.67 - $9.33 $10.7K - $14.9K
ONLN
Proshares Tr Online Retail ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
15,541
$55.23 - $71.69 $858K - $1.11M
NET
Cloudflare, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
417
$114.98 - $217.25 $47.9K - $90.6K
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