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 |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL CINEMEDIA INC COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,680 | -12.19 | 03-31-2024 |
| NOKIA CORP SPONSORED ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,447 | -35.59 | 03-31-2024 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,479 | -17.53 | 12-31-2023 |
| CREATIVE MEDIA & CMNTY TR COM NEW | REIT | 1254 | $44,708 | 10,495 | 0.00 | 0.00 | -4 | -0.04 | 03-31-2024 |
