Arkadios Wealth Advisors's ownership history for MS

Arkadios Wealth Advisors currently holds 26.8K shares with a market value of $4.8M. It started holding MS on 2024-09-30. At its peak, it held 26.8K shares on 2025-12-31. Its highest holding value was $4.8M on 2025-12-31. At its lowest, it held 6.4K shares on 2024-12-31, with a value of $733.9K on 2024-09-30. In the recent 180 days, Arkadios Wealth Advisors has increased its shares by 6.2K. In the recent year, Arkadios Wealth Advisors has increased its shares by 20.3K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $35.5K on 2025-06-30. At its peak, it held 51 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $810.7K on 2025-09-30. At its lowest, it held 2 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $35.5K on 2025-12-31. In the recent 180 days, Arkadios Wealth Advisors has decreased its holdings by 49 contracts.