Arkadios Wealth Advisors's ownership history for TLT

Arkadios Wealth Advisors currently holds 96.3K shares with a market value of $8.3M. It started holding TLT on 2024-09-30. At its peak, it held 96.3K shares on 2026-03-31. Its highest holding value was $8.3M on 2026-03-31. At its lowest, it held 44.4K shares on 2024-09-30, with a value of $4.2M on 2024-12-31. In the recent 180 days, Arkadios Wealth Advisors has increased its shares by 20.3K. In the recent year, Arkadios Wealth Advisors has increased its shares by 49.7K.

It has also owned 5 contracts of calls, with the market value of the underlying securities totaling $43.3K on 2025-06-30. At its peak, it held 5 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $44.7K on 2025-09-30. At its lowest, it held 5 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $43.3K on 2026-03-31. In the recent 180 days, Arkadios Wealth Advisors has increased its holdings by 0 contracts.