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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 351 | $688,422 | 7,544 | 0.00 | 0.00 | 70 | 0.94 | 03-31-2024 |
| WALGREENS BOOTS ALLIANCE INC COM | Stock | 352 | $688,086 | 31,724 | 0.00 | 0.00 | 8,238 | 35.08 | 03-31-2024 |
| FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | ETF | 353 | $684,532 | 27,552 | 0.00 | 0.00 | 15,820 | 134.84 | 03-31-2024 |
| REALTY INCOME CORP COM | REIT | 354 | $682,556 | 12,617 | 0.00 | 0.00 | 285 | 2.31 | 03-31-2024 |
