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 |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC COM | Stock | 451 | $468,672 | 1,650 | 0.00 | 0.00 | 551 | 50.14 | 03-31-2024 |
| PACER US CASH COWS 100 ETF | ETF | 452 | $463,462 | 7,976 | 0.00 | 0.00 | 49 | 0.62 | 03-31-2024 |
| MORGAN STANLEY COM NEW | Stock | 453 | $462,478 | 4,912 | 0.00 | 0.00 | -337 | -6.42 | 03-31-2024 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 454 | $462,467 | 2,814 | 0.00 | 0.00 | -103 | -3.53 | 03-31-2024 |
