Arete Wealth Advisors, LLC MANAGED PORTFOLIO SERIES Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
113,543
Previous 109,942 3.28%
Holding current value
$2.87 Million
Previous $2.63 Million 8.96%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Aug 14, 2025
BUY
N/A
3,601 Added 3.28%
113,543 $2.87 Million
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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