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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG SPONSORED ADR | ADR | 801 | $237,296 | 2,453 | 0.00 | 0.00 | 87 | 3.68 | 03-31-2024 |
| LABORATORY CORP AMER HLDGS COM NEW | Stock | 802 | $237,007 | 1,085 | 0.00 | 0.00 | -25 | -2.25 | 03-31-2024 |
| ISHARES MSCI USA ESG SELECT ETF | ETF | 803 | $236,244 | 2,164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EMERSON ELEC CO COM | Stock | 804 | $236,080 | 2,081 | 0.00 | 0.00 | -17 | -0.81 | 03-31-2024 |
