Arete Wealth Advisors, LLC ADVISORS INNER CIRCLE FD II Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
28,726
Previous 24,967 15.06%
Holding current value
$695,000
Previous $627,000 10.85%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
3,759 Added 15.06%
28,726 $695,000
Q4 2024

Feb 12, 2025
BUY
N/A
24,967 New
24,967 $627,000
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