Arkadios Wealth Advisors’s Clear Secure YOU Stock Holding History

Arkadios Wealth Advisors’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.23M	Buy
2025 Q1	$1.03M	Buy
2024 Q4	$366K	Buy
2024 Q3	$394K	Sell
2024 Q2	$232K	Buy