Arete Wealth Advisors, LLC ISHARES BITCOIN TRUST ETF Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
30,744
Previous 23,131 32.91%
Holding current value
$1.44 Million
Previous $1.23 Million 17.09%
% of portfolio
0.11%
Previous 0.09%

Shares

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

May 15, 2025
BUY
N/A
7,613 Added 32.91%
30,744 $1.44 Million
Q4 2024

Feb 12, 2025
BUY
N/A
9,304 Added 67.29%
23,131 $1.23 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-2,050 Reduced 12.91%
13,827 $499,000
Q2 2024

Aug 13, 2024
BUY
N/A
2,501 Added 18.7%
15,877 $543,000
Q1 2024

May 15, 2024
BUY
N/A
13,376 New
13,376 $0
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