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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR DEFINED WEALTH SHIELD ETF | ETF | 251 | $1,062,928 | 36,327 | 0.00 | 36,327 | +Inf | 03-31-2024 | |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 252 | $1,056,272 | 7,764 | 0.00 | 0.00 | 3,689 | 90.53 | 03-31-2024 |
| ADOBE INC COM | Stock | 253 | $1,050,073 | 2,081 | 0.00 | 0.00 | 135 | 6.94 | 03-31-2024 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | 254 | $1,047,223 | 27,215 | 0.00 | 0.00 | -1,131 | -3.99 | 03-31-2024 |
