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

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
24,160
Previous 24,092 0.28%
Holding current value
$612,000
Previous $604,000 1.32%
% of portfolio
0.05%
Previous 0.04%

Shares

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

May 15, 2025
BUY
N/A
68 Added 0.28%
24,160 $612,000
Q4 2024

Feb 12, 2025
BUY
N/A
24,092 New
24,092 $604,000
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