Arete Wealth Advisors, LLC MANAGED PORTFOLIO SERIES Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
109,942
Previous 33,403 229.14%
Holding current value
$2.63 Million
Previous $845,000 211.72%
% of portfolio
0.2%
Previous 0.06%

Shares

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

May 15, 2025
BUY
N/A
76,539 Added 229.14%
109,942 $2.63 Million
Q4 2024

Feb 12, 2025
BUY
N/A
33,403 New
33,403 $845,000
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