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 |
|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET INC 0.75 08/15/2025 | Convertible | 1601 | $18,421 | 19,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LUMEN TECHNOLOGIES INC COM | Stock | 1602 | $18,397 | 11,793 | 0.00 | 0.00 | 178 | 1.53 | 03-31-2024 |
| HYLIION HOLDINGS CORP COMMON STOCK | Stock | 1603 | $17,966 | 10,208 | 0.00 | 0.00 | 185 | 1.85 | 03-31-2024 |
