Arete Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 2,640 shares of IAI stock, worth $368,042. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,640
Previous 3,333 20.79%
Holding current value
$368,042
Previous $428,000 11.21%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$127.59 - $153.41 $88,419 - $106,313
-693 Reduced 20.79%
2,640 $380,000
Q3 2024

Nov 14, 2024
BUY
$115.73 - $128.74 $385,728 - $429,090
3,333 New
3,333 $428,000

Others Institutions Holding IAI

# of Institutions
194
Shares Held
10.7M
Call Options Held
26.7K
Put Options Held
7.1K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email