Arete Wealth Advisors, LLC AMERICAN HEALTHCARE REIT INC Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
13,465
Previous 9,210 46.2%
Holding current value
$495,000
Previous $279,000 77.42%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
N/A
4,255 Added 46.2%
13,465 $495,000
Q1 2025

May 15, 2025
SELL
N/A
-48,195 Reduced 83.96%
9,210 $279,000
Q4 2024

Feb 12, 2025
BUY
N/A
5,145 Added 9.85%
57,405 $1.63 Million
Q3 2024

Nov 14, 2024
BUY
N/A
52,260 New
52,260 $1.35 Million
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