Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | 04-30-2024 | 03-31-2024 | 731 | 1,290,199,316 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHARECARE INC COM CL A | Stock | 1201 | $61,400 | 80,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NGL ENERGY PARTNERS LP COM UNIT REPST | Stock | 1202 | $61,379 | 10,656 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SIBANYE STILLWATER LTD SPONSORED ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO HIGH INCOME FD COM SHS | CEF | 1204 | $51,129 | 10,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
