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

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
17,232
Previous 17,013 1.29%
Holding current value
$451,000
Previous $425,000 6.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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