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

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
51,317
Previous 54,183 5.29%
Holding current value
$1.31 Million
Previous $1.37 Million 4.95%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Aug 14, 2025
SELL
N/A
-2,866 Reduced 5.29%
51,317 $1.31 Million
Q1 2025

May 15, 2025
SELL
N/A
-4,283 Reduced 7.33%
54,183 $1.37 Million
Q4 2024

Feb 12, 2025
BUY
N/A
58,466 New
58,466 $1.46 Million
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