AWA
R icon

Arkadios Wealth Advisors’s Ryder R Stock Holding History

Arkadios Wealth Advisors’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$433K Buy
+2,115
New +$428K 0.01% 1185
2025
Q3 		– Sell
-2,158
Closed -$343K – 1507
2025
Q2 		$343K Buy
+2,158
New +$317K 0.01% 1004
2020
Q2 		– Sell
-848
Closed -$22.4K – 1105
2020
Q1 		$22.4K Hold
848
– – 0.01% 463
2019
Q4 		$38.2K Buy
+848
New +$44.1K 0.02% 346

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Wellington Management Group
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VCM
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Dimensional Fund Advisors
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return