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 |
|---|---|---|---|---|---|---|---|---|---|
| PENSKE AUTOMOTIVE GRP INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -130 | -5.17 | 03-31-2024 |
| DROPBOX INC CL A | Stock | 552 | $378,983 | 15,596 | 0.00 | 15,596 | +Inf | 03-31-2024 | |
| TERADATA CORP DEL COM | Stock | 553 | $378,579 | 9,790 | 0.00 | 9,790 | +Inf | 03-31-2024 | |
| WENDYS CO COM | Stock | 554 | $377,734 | 20,050 | 0.00 | 0.00 | -270 | -1.33 | 03-31-2024 |
