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

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
24,754
Previous 25,024 1.08%
Holding current value
$668,000
Previous $617,000 8.27%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 14, 2025
SELL
N/A
-270 Reduced 1.08%
24,754 $668,000
Q1 2025

May 15, 2025
BUY
N/A
6,151 Added 32.59%
25,024 $617,000
Q4 2024

Feb 12, 2025
BUY
N/A
18,873 New
18,873 $476,000
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