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 |
|---|---|---|---|---|---|---|---|---|---|
| EVEREST GROUP LTD COM | Stock | 851 | $222,600 | 560 | 0.00 | 560 | +Inf | 03-31-2024 | |
| UNILEVER PLC SPON ADR NEW | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 485 | 12.09 | 12-31-2023 |
| HERSHEY CO COM | Stock | 853 | $221,944 | 1,141 | 0.00 | 0.00 | -394 | -25.67 | 03-31-2024 |
| TRACTOR SUPPLY CO COM | Stock | 854 | $221,884 | 848 | 0.00 | 0.00 | -89 | -9.50 | 03-31-2024 |
