Arkadios Wealth Advisors's ownership history for CRSP

Arkadios Wealth Advisors currently holds 9.4K shares with a market value of $493.8K. It started holding CRSP on 2024-09-30. At its peak, it held 12.2K shares on 2024-12-31. Its highest holding value was $672.0K on 2025-09-30. At its lowest, it held 9.4K shares on 2025-12-31, with a value of $382.4K on 2025-03-31. In the recent 180 days, Arkadios Wealth Advisors has decreased its shares by 1.2K. In the recent year, Arkadios Wealth Advisors has decreased its shares by 2.7K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $10.5K on 2025-06-30. At its peak, it held 9 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $43.8K on 2025-06-30. At its lowest, it held 2 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $10.5K on 2025-12-31. In the recent 180 days, Arkadios Wealth Advisors has decreased its holdings by 7 contracts.