Number of Shares
23,917
Previous 28,382 15.73%
Holding current value
$2.57 Million
Previous $2.33 Million 10.2%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Aug 14, 2025

SELL
N/A
-4,465 Reduced 15.73%
23,917 $2.57 Million
Q1 2025

May 15, 2025

BUY
N/A
2,063 Added 7.84%
28,382 $2.33 Million
Q4 2024

Feb 12, 2025

BUY
N/A
2,138 Added 8.84%
26,319 $2.47 Million
Q3 2024

Nov 14, 2024

BUY
N/A
12,937 Added 115.06%
24,181 $1.53 Million
Q2 2024

Aug 13, 2024

BUY
N/A
11,244 New
11,244 $678,000
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.