AWA
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Arkadios Wealth Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Arkadios Wealth Advisors’s Portfolio GEM Stock Details GEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-41
Closed -$1K – 1041
2021
Q3 		$1K Hold
41
– – ﹤0.01% 1802
2021
Q2 		$1K Hold
41
– – ﹤0.01% 1898
2021
Q1 		$1K Hold
41
– – ﹤0.01% 1580
2020
Q4 		$1K Hold
41
– – ﹤0.01% 1311
2020
Q3 		$1.38K Hold
41
– – ﹤0.01% 959
2020
Q2 		$1.32K Hold
41
– – ﹤0.01% 888
2020
Q1 		$1.07K Hold
41
– – ﹤0.01% 965
2019
Q4 		$1.39K Buy
+41
New +$1.35K ﹤0.01% 855

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SWM
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HTC
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Baird Financial Group
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Bank of America
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Morgan Stanley
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ST
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1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return