Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SLGN
Silgan Holdings Inc

Consumer Cyclical
Q3 2021 Filed on Oct 19, 2021
160
$38.36 - $42.85 $6.14K - $6.86K
STAR
Istar Inc.

Real Estate
Q3 2021 Filed on Oct 19, 2021
423
$20.53 - $26.5 $8.68K - $11.2K
NORW
Global X Msci Norway ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
497
$30.53 - $33.36 $15.2K - $16.6K
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2021 Filed on Oct 19, 2021
0
N/A
MORN
Morningstar, Inc.

Financial Services
Q3 2021 Filed on Oct 19, 2021
35
$244.27 - $281.46 $8.55K - $9.85K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2021 Filed on Oct 19, 2021
6
$56.15 - $60.07 $337 - $360
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
Q3 2021 Filed on Oct 19, 2021
921
$16.97 - $18.45 $15.6K - $17K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
Q3 2021 Filed on Oct 19, 2021
8,402
$19.52 - $20.88 $164K - $175K
PDEC
Innovator U.S. Equity Power Bu
Q3 2021 Filed on Oct 19, 2021
200
N/A
PSCC
Invesco S&P Smallcap Consumer

ETFs
Q3 2021 Filed on Oct 19, 2021
319
$97.19 - $106.49 $31K - $34K
INCY
Incyte Corp

Healthcare
Q3 2021 Filed on Oct 19, 2021
394
$68.67 - $84.02 $27.1K - $33.1K
GER
Goldman Sachs Mlp & Energy Renaissance Fund

Financial Services
Q3 2021 Filed on Oct 19, 2021
44
$9.97 - $11.5 $439 - $506
RKT
Rocket Companies, Inc.

Financial Services
Q3 2021 Filed on Oct 19, 2021
104
$16.04 - $19.26 $1.67K - $2K
FNY
First Trust Mid Cap Growth Alp
Q3 2021 Filed on Oct 19, 2021
160
N/A
FSR
Fisker Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 19, 2021
600
$12.61 - $18.42 $7.57K - $11.1K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
Q3 2021 Filed on Oct 19, 2021
1,500
$28.88 - $31.53 $43.3K - $47.3K
IMGN
Immuno Gen, Inc.

Healthcare
Q3 2021 Filed on Oct 19, 2021
2,105
$5.02 - $6.59 $10.6K - $13.9K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
40
$78.01 - $89.68 $3.12K - $3.59K
Proofpoint Inc Com
Q3 2021 Filed on Oct 19, 2021
12
N/A
MXI
Ishares Global Materials ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
175
$85.18 - $94.62 $14.9K - $16.6K
MIDD
Middleby Corp

Industrials
Q3 2021 Filed on Oct 19, 2021
120
$167.86 - $194.0 $20.1K - $23.3K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q3 2021 Filed on Oct 19, 2021
164
$172.95 - $188.37 $28.4K - $30.9K
WDFC
Wd 40 CO

Basic Materials
Q3 2021 Filed on Oct 19, 2021
30
$223.62 - $261.8 $6.71K - $7.85K
WPP
Wpp PLC

Communication Services
Q3 2021 Filed on Oct 19, 2021
108
$62.45 - $69.29 $6.74K - $7.48K
Goldman Sachs Physical Gold ETF
Q3 2021 Filed on Oct 19, 2021
2,650
N/A
FKU
First Trust United Kingdom Alp

ETFs
Q3 2021 Filed on Oct 19, 2021
147
$41.95 - $45.42 $6.17K - $6.68K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2021 Filed on Oct 19, 2021
420
$52.52 - $55.82 $22.1K - $23.4K
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q3 2021 Filed on Oct 19, 2021
40
$48.75 - $48.98 $1.95K - $1.96K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 19, 2021
526
$30.01 - $33.05 $15.8K - $17.4K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
218
$58.49 - $64.7 $12.8K - $14.1K
Fireeye Inc Com
Q3 2021 Filed on Oct 19, 2021
1,100
N/A
Qts Rlty Tr Inc Com Cl A
Q3 2021 Filed on Oct 19, 2021
200
N/A
RGT
Royce Global Value Trust, Inc.

Financial Services
Q3 2021 Filed on Oct 19, 2021
47
$14.64 - $16.3 $688 - $766
ROBO
Robo Global Robotics And Autom

ETFs
Q3 2021 Filed on Oct 19, 2021
200
$62.71 - $69.78 $12.5K - $14K
POWI
Power Integrations Inc

Technology
Q3 2021 Filed on Oct 19, 2021
50
$78.23 - $110.16 $3.91K - $5.51K
Maxim Integrated Prods Inc Com
Q3 2021 Filed on Oct 19, 2021
311
N/A
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
Q3 2021 Filed on Oct 19, 2021
1,206
$28.91 - $33.8 $34.9K - $40.8K
DX
Dynex Capital Inc

Real Estate
Q3 2021 Filed on Oct 19, 2021
759
$17.19 - $18.8 $13K - $14.3K
GVI
Ishares Tr

ETFs
Q3 2021 Filed on Oct 19, 2021
100
$115.05 - $117.23 $11.5K - $11.7K
CENX
Century Aluminum CO

Basic Materials
Q3 2021 Filed on Oct 19, 2021
300
$10.58 - $14.9 $3.17K - $4.47K
KBA
Kraneshares Bosera Msci China

ETFs
Q3 2021 Filed on Oct 19, 2021
0
$43.22 - $47.74 $0 - $0
OCGN
Ocugen, Inc.

Healthcare
Q3 2021 Filed on Oct 19, 2021
11,250
$6.36 - $8.51 $71.6K - $95.7K
INSG
Inseego Corp.

Technology
Q3 2021 Filed on Oct 19, 2021
1,481
$6.62 - $9.69 $9.8K - $14.4K
RGS
Regis Corp

Consumer Cyclical
Q3 2021 Filed on Oct 19, 2021
70
$3.48 - $9.49 $244 - $664
CUT
Invesco ETF Tr Ii Msci Global

ETFs
Q3 2021 Filed on Oct 19, 2021
300
$36.12 - $39.76 $10.8K - $11.9K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
1,301
$232.11 - $250.4 $302K - $326K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q3 2021 Filed on Oct 19, 2021
275
$56.78 - $57.81 $15.6K - $15.9K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q3 2021 Filed on Oct 19, 2021
34
$37.97 - $40.74 $1.29K - $1.39K
CLLS
Cellectis S.A.

Healthcare
Q3 2021 Filed on Oct 19, 2021
489
$11.94 - $16.09 $5.84K - $7.87K
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