Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q4 2021 Filed on Feb 03, 2022
231
$44.74 - $50.42 $10.3K - $11.6K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,377
$14.86 - $15.35 $35.3K - $36.5K
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
1,500
$39.32 - $43.52 $59K - $65.3K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
75
$135.09 - $159.72 $10.1K - $12K
HPI
John Hancock Preferred Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
136
$20.18 - $22.01 $2.74K - $2.99K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
200
$23.24 - $45.06 $4.65K - $9.01K
DCI
Donaldson CO Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
78
$55.35 - $62.38 $4.32K - $4.87K
PRO
Pros Holdings, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
7
$30.0 - $38.8 $210 - $272
UNG
United States Natural Gas Fund, LP

ETFs
Q4 2021 Filed on Feb 03, 2022
75
$11.92 - $21.78 $894 - $1.63K
CINF
Cincinnati Financial Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,707
$110.01 - $126.18 $188K - $215K
OGS
One Gas, Inc.

Utilities
Q4 2021 Filed on Feb 03, 2022
8
$64.5 - $77.59 $516 - $621
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,819
$20.18 - $22.18 $36.7K - $40.3K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
737
$22.95 - $26.15 $16.9K - $19.3K
EWG
Ishares Msci Germany ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
4,219
$31.77 - $34.68 $134K - $146K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,589
$7.9 - $10.19 $12.6K - $16.2K
EGHT
8 X8 Inc

Technology
Q4 2021 Filed on Feb 03, 2022
18
$16.67 - $24.46 $300 - $440
TSI
Tcw Strategic Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
269
$5.67 - $5.88 $1.53K - $1.58K
FIVN
Five9, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
15
$128.25 - $167.26 $1.92K - $2.51K
Quidel Corp Com
Q4 2021 Filed on Feb 03, 2022
33
N/A
RDWR
Radware LTD

Technology
Q4 2021 Filed on Feb 03, 2022
8
$28.96 - $41.74 $232 - $334
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,524
$5.95 - $6.38 $15K - $16.1K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
2,076
$65.63 - $91.55 $136K - $190K
DNOW
Now Inc.

Energy
Q4 2021 Filed on Feb 03, 2022
2,050
$7.22 - $10.12 $14.8K - $20.7K
UMC
United Microelectronics Corp

Technology
Q4 2021 Filed on Feb 03, 2022
1,891
$10.16 - $12.54 $19.2K - $23.7K
VRTV
Veritiv Corp

Industrials
Q4 2021 Filed on Feb 03, 2022
1
$93.19 - $155.74 $93.2 - $156
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,718
$3.82 - $4.29 $10.4K - $11.7K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
577
$9.22 - $9.99 $5.32K - $5.76K
FWONK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
1,030
$52.02 - $63.24 $53.6K - $65.1K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
48
$22.41 - $25.64 $1.08K - $1.23K
Pimco Income Opportunity Fd Com
Q4 2021 Filed on Feb 03, 2022
80
N/A
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
40
$22.38 - $24.45 $895 - $978
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q4 2021 Filed on Feb 03, 2022
135
$104.77 - $116.15 $14.1K - $15.7K
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
16
$2.04 - $3.58 $32.6 - $57.3
TNDM
Tandem Diabetes Care Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,131
$118.18 - $153.21 $134K - $173K
CDK
Cdk Global, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
50
$38.64 - $45.04 $1.93K - $2.25K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q4 2021 Filed on Feb 03, 2022
2
$51.06 - $53.98 $102 - $108
DBVT
Dbv Technologies S.A.

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,000
$1.39 - $5.58 $1.39K - $5.58K
BST
Black Rock Science & Technology Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
296
$47.3 - $55.87 $14K - $16.5K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
25
$147.21 - $174.38 $3.68K - $4.36K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
63
$148.48 - $177.33 $9.35K - $11.2K
UPLD
Upland Software, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
5
$17.94 - $34.13 $89.7 - $171
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
331
$86.35 - $107.63 $28.6K - $35.6K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
26
$119.4 - $148.62 $3.1K - $3.86K
EBIX
Ebix Inc

Technology
Q4 2021 Filed on Feb 03, 2022
357
$27.05 - $38.83 $9.66K - $13.9K
FAF
First American Financial Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
625
$67.31 - $78.66 $42.1K - $49.2K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 03, 2022
38,735
$58.39 - $78.64 $2.26M - $3.05M
BFS
Saul Centers, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
414
$45.38 - $53.85 $18.8K - $22.3K
WK
Workiva Inc

Technology
Q4 2021 Filed on Feb 03, 2022
6
$125.96 - $160.85 $756 - $965
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
790
$16.79 - $17.95 $13.3K - $14.2K
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