Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UCTT
Ultra Clean Holdings, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
12
$41.1 - $60.04 $493 - $720
FSLR
First Solar, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
850
$85.76 - $121.14 $72.9K - $103K
Vereit Inc Com
Q4 2021 Filed on Feb 03, 2022
3,947
N/A
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2021 Filed on Feb 03, 2022
262
$97.44 - $99.3 $25.5K - $26K
STAG
Stag Industrial, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
3,425
$39.83 - $47.96 $136K - $164K
XHS
Spdr S&P Health Care Services

ETFs
Q4 2021 Filed on Feb 03, 2022
1,273
$96.1 - $111.17 $122K - $142K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
4,096
$9.37 - $10.37 $38.4K - $42.5K
PRLB
Proto Labs Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
995
$48.63 - $77.16 $48.4K - $76.8K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
238
$12.17 - $13.19 $2.9K - $3.14K
Retail Pptys Amer Inc Cl A
Q4 2021 Filed on Feb 03, 2022
587
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,119
$9.23 - $9.94 $10.3K - $11.1K
ZBRA
Zebra Technologies Corp

Technology
Q4 2021 Filed on Feb 03, 2022
77
$493.13 - $614.55 $38K - $47.3K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q4 2021 Filed on Feb 03, 2022
2,677
$30.94 - $33.79 $82.8K - $90.5K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
3,081
$21.76 - $30.05 $67K - $92.6K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
328
$19.68 - $21.95 $6.46K - $7.2K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
780
$17.85 - $20.24 $13.9K - $15.8K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
138
$25.91 - $27.59 $3.58K - $3.81K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q4 2021 Filed on Feb 03, 2022
562
$36.93 - $39.75 $20.8K - $22.3K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
288
$15.63 - $17.17 $4.5K - $4.94K
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q4 2021 Filed on Feb 03, 2022
94
$48.16 - $57.65 $4.53K - $5.42K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
109
$24.27 - $25.96 $2.65K - $2.83K
Us Ecology Inc Com
Q4 2021 Filed on Feb 03, 2022
740
N/A
TEX
Terex Corp

Industrials
Q4 2021 Filed on Feb 03, 2022
476
$39.96 - $50.7 $19K - $24.1K
JXI
Ishares Tr Global Utils ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
25
$59.05 - $64.7 $1.48K - $1.62K
Sl Green Rlty Corp Com
Q4 2021 Filed on Feb 03, 2022
310
N/A
WHF
White Horse Finance, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
3,788
$15.0 - $16.22 $56.8K - $61.4K
UIS
Unisys Corp

Technology
Q4 2021 Filed on Feb 03, 2022
10
$17.9 - $26.5 $179 - $265
NICE
Nice Ltd.

Technology
Q4 2021 Filed on Feb 03, 2022
10
$264.25 - $315.02 $2.64K - $3.15K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
5,401
$13.79 - $15.05 $74.5K - $81.3K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
367
$7.48 - $8.33 $2.75K - $3.06K
NGG
National Grid PLC

Utilities
Q4 2021 Filed on Feb 03, 2022
370
$60.21 - $73.44 $22.3K - $27.2K
FWONA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
18
$47.81 - $59.44 $861 - $1.07K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
Q4 2021 Filed on Feb 03, 2022
497
$50.56 - $61.51 $25.1K - $30.6K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
224
$17.96 - $18.99 $4.02K - $4.25K
LBTYA
Liberty Global PLC

Communication Services
Q4 2021 Filed on Feb 03, 2022
25
$26.4 - $29.99 $660 - $750
ALE
Allete Inc

Utilities
Q4 2021 Filed on Feb 03, 2022
215
$58.63 - $66.35 $12.6K - $14.3K
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
90
$68.83 - $80.62 $6.19K - $7.26K
PII
Polaris Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,133
$102.55 - $132.2 $116K - $150K
MODN
Model N, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
8
$26.41 - $36.9 $211 - $295
NBIX
Neurocrine Biosciences Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
156
$79.65 - $106.22 $12.4K - $16.6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
145
$115.43 - $146.63 $16.7K - $21.3K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
2,209
$38.3 - $50.37 $84.6K - $111K
PCTY
Paylocity Holding Corp

Technology
Q4 2021 Filed on Feb 03, 2022
9
$217.15 - $305.75 $1.95K - $2.75K
Flaherty Crumrine Dynamic Pf Shs
Q4 2021 Filed on Feb 03, 2022
84
N/A
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
344
$24.18 - $25.48 $8.32K - $8.77K
LBTYK
Liberty Global PLC

Communication Services
Q4 2021 Filed on Feb 03, 2022
1,025
$26.64 - $29.95 $27.3K - $30.7K
GOEX
Global X Gold Explorers ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
40
$26.74 - $33.63 $1.07K - $1.35K
EEMA
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 03, 2022
45
$79.69 - $88.1 $3.59K - $3.96K
NWSA
News Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
378
$20.88 - $24.37 $7.89K - $9.21K
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email