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 |
|---|---|---|---|---|---|---|---|---|---|
| INSTRUCTURE HLDGS INC COM | Stock | 951 | $202,875 | 9,489 | 0.00 | 0.00 | -174 | -1.80 | 03-31-2024 |
| ATLASSIAN CORPORATION CL A | Stock | Liquidated | $0 | 0 | 0.00 | 848 | +Inf | 03-31-2024 | |
| DELL TECHNOLOGIES INC CL C | Stock | 953 | $201,353 | 1,765 | 0.00 | 1,765 | +Inf | 03-31-2024 | |
| INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | ETF | 954 | $200,504 | 4,812 | 0.00 | 4,812 | +Inf | 03-31-2024 |
