Arete Wealth Advisors, LLC ELEVATION SERIES TRUST Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
35,423
Previous 25,055 41.38%
Holding current value
$1.07 Million
Previous $745,000 43.36%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
N/A
10,368 Added 41.38%
35,423 $1.07 Million
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email