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 |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP COM | Stock | 751 | $254,682 | 1,231 | 0.00 | 0.00 | -146 | -10.60 | 03-31-2024 |
| INVENTRUST PPTYS CORP COM NEW | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 1.01 | 03-31-2024 |
| STANLEY BLACK & DECKER INC COM | Stock | 753 | $251,908 | 2,572 | 0.00 | 2,572 | +Inf | 03-31-2024 | |
| WASTE CONNECTIONS INC COM | Stock | 754 | $251,602 | 1,463 | 0.00 | 0.00 | -184 | -11.17 | 03-31-2024 |
