Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PSO
Pearson PLC

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

Communication Services
Q4 2021 Filed on Feb 03, 2022
15
$25.79 - $30.96 $387 - $464
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
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,127
$6.22 - $6.6 $7.01K - $7.44K
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
FIX
Comfort Systems Usa Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
470
$74.06 - $102.81 $34.8K - $48.3K
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
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
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2021 Filed on Feb 03, 2022
705
$80.7 - $89.51 $56.9K - $63.1K
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
NTR
Nutrien Ltd.

Basic Materials
Q4 2021 Filed on Feb 03, 2022
159
$65.93 - $76.54 $10.5K - $12.2K
SKYW
Skywest Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
942
$37.24 - $52.17 $35.1K - $49.1K
FIVA
Fidelity Covington Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
776
$23.23 - $24.89 $18K - $19.3K
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
WOOD
Ishares Global Timber & Forest
Q4 2021 Filed on Feb 03, 2022
3
N/A
IRBO
Ishares Robotics & Artificial

ETFs
Q4 2021 Filed on Feb 03, 2022
135
$40.32 - $47.28 $5.44K - $6.38K
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
Anaplan Inc Com
Q4 2021 Filed on Feb 03, 2022
759
N/A
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,055
$25.07 - $32.11 $51.5K - $66K
EQC
Equity Commonwealth

Real Estate
Q4 2021 Filed on Feb 03, 2022
34
$25.13 - $27.04 $854 - $919
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
91
$17.02 - $18.44 $1.55K - $1.68K
PSEP
Innovator U.S. Equity Power Bu
Q4 2021 Filed on Feb 03, 2022
500
N/A
Medallia Inc Com
Q4 2021 Filed on Feb 03, 2022
28
N/A
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
161
$6.62 - $7.7 $1.07K - $1.24K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
130
$22.02 - $23.12 $2.86K - $3.01K
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