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 |
|---|---|---|---|---|---|---|---|---|---|
| CYBERARK SOFTWARE LTD 0 11/15/2024 | Convertible | 1451 | $28,961 | 17,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHARGEPOINT HOLDINGS INC COM CL A | Stock | 1452 | $28,428 | 14,962 | 0.00 | 0.00 | -531 | -3.43 | 03-31-2024 |
| RING ENERGY INC COM | Stock | 1453 | $27,959 | 14,265 | 0.00 | 0.00 | 76 | 0.54 | 03-31-2024 |
