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

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
17,949
Previous 17,232 4.16%
Holding current value
$518,000
Previous $451,000 14.86%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
717 Added 4.16%
17,949 $518,000
Q1 2025

May 15, 2025
BUY
N/A
219 Added 1.29%
17,232 $451,000
Q4 2024

Feb 12, 2025
BUY
N/A
17,013 New
17,013 $425,000
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