Arete Wealth Advisors, LLC EA SERIES TRUST Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
105,226
Previous 87,894 19.72%
Holding current value
$11.9 Million
Previous $9.8 Million 21.0%
% of portfolio
0.84%
Previous 0.75%

Shares

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

Aug 14, 2025
BUY
N/A
17,332 Added 19.72%
105,226 $11.9 Million
Q1 2025

May 15, 2025
BUY
N/A
71,043 Added 421.6%
87,894 $9.8 Million
Q4 2024

Feb 12, 2025
BUY
N/A
10,404 Added 161.38%
16,851 $1.86 Million
Q3 2024

Nov 14, 2024
BUY
N/A
116 Added 1.83%
6,447 $702,000
Q2 2024

Aug 13, 2024
BUY
N/A
6,331 New
6,331 $683,000
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