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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC COM | Stock | 51 | $5,011,625 | 27,521 | 0.00 | 0.00 | -504 | -1.80 | 03-31-2024 |
| REINSURANCE GRP OF AMERICA INC COM NEW | Stock | 52 | $4,983,067 | 25,835 | 0.00 | 0.00 | -97 | -0.37 | 03-31-2024 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | ETF | 53 | $4,910,175 | 119,965 | 0.00 | 0.00 | -3,565 | -2.89 | 03-31-2024 |
| ILLINOIS TOOL WKS INC COM | Stock | 54 | $4,865,773 | 18,134 | 0.00 | 0.00 | 234 | 1.31 | 03-31-2024 |
