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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF | ETF | 601 | $341,705 | 1,519 | 0.00 | 0.00 | -119 | -7.26 | 03-31-2024 |
| INVESCO NASDAQ 100 ETF | ETF | 602 | $341,435 | 1,869 | 0.00 | 0.00 | 74 | 4.12 | 03-31-2024 |
| FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -700 | -18.35 | 03-31-2024 |
| CITIZENS FINL GROUP INC COM | Stock | 604 | $340,889 | 9,393 | 0.00 | 0.00 | -17 | -0.18 | 03-31-2024 |
