Arete Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
16,867
Previous 16,577 1.75%
Holding current value
$1.21 Million
Previous $1.36 Million 10.67%
% of portfolio
0.09%
Previous 0.1%

Shares

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

May 15, 2025
BUY
N/A
290 Added 1.75%
16,867 $1.21 Million
Q4 2024

Feb 12, 2025
BUY
N/A
575 Added 3.59%
16,577 $1.36 Million
Q3 2024

Nov 14, 2024
BUY
N/A
16,002 New
16,002 $886,000
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