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 BDC INCOME ETF | ETF | 651 | $309,270 | 18,300 | 0.00 | 0.00 | 2,250 | 14.02 | 03-31-2024 |
| GENERAL MTRS CO COM | Stock | 652 | $308,770 | 6,809 | 0.00 | 0.00 | -318 | -4.46 | 03-31-2024 |
| BUNGE GLOBAL SA COM SHS | Stock | 653 | $308,073 | 3,005 | 0.00 | 3,005 | +Inf | 03-31-2024 | |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | ETF | 654 | $307,574 | 15,055 | 0.00 | 0.00 | 432 | 2.95 | 03-31-2024 |
