Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CIO
City Office Reit, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,000
$16.24 - $19.72 $16.2K - $19.7K
RDFI
Collaborative Invt Ser Tr Rare
Q4 2021 Filed on Feb 03, 2022
1,549
N/A
CRT
Cross Timbers Royalty Trust

Energy
Q4 2021 Filed on Feb 03, 2022
1,000
$10.0 - $15.37 $10K - $15.4K
DTM
Dt Midstream, Inc.

Energy
Q4 2021 Filed on Feb 03, 2022
1,637
$45.53 - $50.23 $74.5K - $82.2K
DOCN
Digital Ocean Holdings, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
58
$71.01 - $130.26 $4.12K - $7.56K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
Q4 2021 Filed on Feb 03, 2022
400
$57.74 - $75.9 $23.1K - $30.4K
BROS
Dutch Bros Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
989
$41.69 - $76.25 $41.2K - $75.4K
FFIE
Faraday Future Intelligent Electric Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,500
$4.69 - $9.55 $7.04K - $14.3K
FRBA
First Bank (Nj) Common Stock

Financial Services
Q4 2021 Filed on Feb 03, 2022
285
$13.57 - $15.6 $3.87K - $4.45K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
Q4 2021 Filed on Feb 03, 2022
155
$31.67 - $34.09 $4.91K - $5.28K
FMF
First Trust Managed Futures St

ETFs
Q4 2021 Filed on Feb 03, 2022
600
$45.31 - $48.62 $27.2K - $29.2K
MOMO
Hello Group Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
3,400
$8.2 - $13.95 $27.9K - $47.4K
Ikonics Corp Com
Q4 2021 Filed on Feb 03, 2022
65
N/A
BAUG
Innovator U.S. Equity Buffer E
Q4 2021 Filed on Feb 03, 2022
300
N/A
IAS
Integral Ad Science Holding Corp.

Communication Services
Q4 2021 Filed on Feb 03, 2022
1,000
$20.31 - $26.4 $20.3K - $26.4K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
Q4 2021 Filed on Feb 03, 2022
120
$59.66 - $66.48 $7.16K - $7.98K
THD
Ishares Inc Msci Thailand ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
1,536
$72.83 - $79.18 $112K - $122K
EWQ
Ishares Msci France ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
0
$37.14 - $40.45 $0 - $0
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q4 2021 Filed on Feb 03, 2022
174
$70.38 - $74.03 $12.2K - $12.9K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q4 2021 Filed on Feb 03, 2022
14
$86.46 - $88.22 $1.21K - $1.24K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
155
$60.25 - $67.16 $9.34K - $10.4K
EWI
Ishares Inc Msci Italy ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
481
$31.3 - $34.38 $15.1K - $16.5K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
450
$20.27 - $22.85 $9.12K - $10.3K
LOB
Live Oak Bancshares, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
43
$66.18 - $97.8 $2.85K - $4.21K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
200
$22.21 - $37.37 $4.44K - $7.47K
MNDT
Mandiant, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
1,300
$16.09 - $19.11 $20.9K - $24.8K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
94
$34.22 - $42.01 $3.22K - $3.95K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
3,484
$5.28 - $5.93 $18.4K - $20.7K
NTRA
Natera, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
301
$86.26 - $119.0 $26K - $35.8K
Ncino Inc Com
Q4 2021 Filed on Feb 03, 2022
12
N/A
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
56
$13.59 - $13.99 $761 - $783
OTLY
Oatly Group Ab

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
200
$7.61 - $14.87 $1.52K - $2.97K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,302
$28.67 - $37.13 $37.3K - $48.3K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
2,256
$18.43 - $25.69 $41.6K - $58K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,500
$22.87 - $32.0 $34.3K - $48K
PCOR
Procore Technologies, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
1,492
$75.67 - $104.86 $113K - $156K
ROM
Proshares Ultra Technology

ETFs
Q4 2021 Filed on Feb 03, 2022
350
$48.42 - $66.3 $16.9K - $23.2K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q4 2021 Filed on Feb 03, 2022
200
$59.52 - $88.57 $11.9K - $17.7K
RH
Rh

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
84
$527.42 - $689.63 $44.3K - $57.9K
RC
Ready Capital Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
200
$14.7 - $16.39 $2.94K - $3.28K
RKLB
Rocket Lab Usa, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
3,000
$11.33 - $16.28 $34K - $48.8K
ROL
Rollins Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
710
$31.77 - $39.33 $22.6K - $27.9K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q4 2021 Filed on Feb 03, 2022
115
$85.15 - $104.16 $9.79K - $12K
S
Sentinel One, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
35
$45.01 - $76.3 $1.58K - $2.67K
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
21
$255.27 - $368.33 $5.36K - $7.73K
AGOX
Starboard Invt Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
5,741
$24.22 - $27.48 $139K - $158K
TXG
10x Genomics, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
20
$135.05 - $182.59 $2.7K - $3.65K
THC
Tenet Healthcare Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
332
$61.02 - $81.91 $20.3K - $27.2K
CORN
Teucrium Commodity Trust

ETFs
Q4 2021 Filed on Feb 03, 2022
852
$19.53 - $22.27 $16.6K - $19K
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