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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 901 | $212,498 | 1,843 | 0.00 | 1,843 | +Inf | 03-31-2024 | |
| FIDELITY MSCI FINANCIALS INDEX ETF | ETF | 902 | $211,765 | 3,565 | 0.00 | 3,565 | +Inf | 03-31-2024 | |
| EQUINOR ASA SPONSORED ADR | ADR | 903 | $211,185 | 7,813 | 0.00 | 7,813 | +Inf | 03-31-2024 | |
| SPDR S&P EMERGING MARKETS SMALL CAP ETF | ETF | Liquidated | $0 | 0 | 0.00 | 3,721 | +Inf | 03-31-2024 |
