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

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
25,024
Previous 18,873 32.59%
Holding current value
$617,000
Previous $476,000 29.62%
% of portfolio
0.05%
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
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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