Arete Wealth Advisors, LLC JACOBS SOLUTIONS INC Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
3,462
Previous 3,481 0.55%
Holding current value
$419,000
Previous $464,000 9.7%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 15, 2025
SELL
N/A
-19 Reduced 0.55%
3,462 $419,000
Q4 2024

Feb 12, 2025
SELL
N/A
-68 Reduced 1.92%
3,481 $464,000
Q3 2024

Nov 14, 2024
SELL
N/A
-104 Reduced 2.85%
3,549 $463,000
Q2 2024

Aug 13, 2024
BUY
N/A
3,653 New
3,653 $509,000
Q4 2023

Feb 14, 2024
BUY
N/A
5,574 New
5,574 $0
Q2 2023

Aug 09, 2023
SELL
N/A
-19 Reduced 0.92%
2,057 $245,000
Q1 2023

May 01, 2023
SELL
N/A
-27 Reduced 1.28%
2,076 $0
Q4 2022

Feb 06, 2023
SELL
N/A
-1,000 Reduced 32.23%
2,103 $0
Q3 2022

Nov 07, 2022
BUY
N/A
3,103 New
3,103 $337,000
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