Arkadios Wealth Advisors First Tr Ex Tr Viii Cboe Vest Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Arkadios Wealth Advisors holds 11,933 shares of YMAR stock, worth $291,523. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,933

Previous 12,081 1.23%

Holding current value

$291,523

Previous $292,000 7.19%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	SELL	$22.79 - $24.1 $3,372 - $3,566	-148 Reduced 1.23%	11,933 $271,000
Q3 2024 Oct 24, 2024	BUY	$22.76 - $24.37 $11,380 - $12,185	500 Added 4.32%	12,081 $292,000
Q2 2024 Jul 29, 2024	BUY	$22.53 - $23.58 $49,070 - $51,357	2,178 Added 23.16%	11,581 $268,000
Q1 2024 Apr 30, 2024	SELL	$21.43 - $23.25 $39,216 - $42,547	-1,830 Reduced 16.29%	9,403 $217,000
Q4 2023 Jan 24, 2024	SELL	$19.65 - $22.1 $53,565 - $60,244	-2,726 Reduced 19.53%	11,233 $248,000
Q3 2023 Oct 13, 2023	BUY	$20.23 - $21.68 $282,390 - $302,631	13,959 New	13,959 $283,000

Others Institutions Holding YMAR

# of Institutions

Shares Held

3.65M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TR VIII CBOE VEST

Ticker YMAR

More about YMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors First Tr Ex Tr Viii Cboe Vest Transaction History