Arete Wealth Advisors, LLC ELEVATION SERIES TRUST Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
25,055
Previous 33,430 25.05%
Holding current value
$745,000
Previous $1.03 Million 27.32%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 15, 2025
SELL
N/A
-8,375 Reduced 25.05%
25,055 $745,000
Q4 2024

Feb 12, 2025
BUY
N/A
12,589 Added 60.4%
33,430 $1.03 Million
Q3 2024

Nov 14, 2024
BUY
N/A
5,176 Added 33.04%
20,841 $630,000
Q2 2024

Aug 13, 2024
BUY
N/A
15,665 New
15,665 $447,000
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