Arkadios Wealth Advisors's ownership history for CRM

Arkadios Wealth Advisors currently holds 59.8K shares with a market value of $15.9M. It started holding CRM on 2024-09-30. At its peak, it held 68.9K shares on 2025-06-30. Its highest holding value was $18.8M on 2025-06-30. At its lowest, it held 37.8K shares on 2024-09-30, with a value of $10.4M on 2024-09-30. In the recent 180 days, Arkadios Wealth Advisors has decreased its shares by 9.1K. In the recent year, Arkadios Wealth Advisors has increased its shares by 17.8K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $26.5K on 2025-03-31. At its peak, it held 1 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $27.3K on 2025-06-30. At its lowest, it held 1 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $23.7K on 2025-09-30. In the recent 180 days, Arkadios Wealth Advisors has increased its holdings by 0 contracts.