Arete Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
15,372
Previous 16,867 8.86%
Holding current value
$1.45 Million
Previous $1.21 Million 19.03%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Aug 14, 2025
SELL
N/A
-1,495 Reduced 8.86%
15,372 $1.45 Million
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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