Arete Wealth Advisors, LLC NORTHERN LTS FD TR IV Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
1,096
Previous 1,814 39.58%
Holding current value
$225,000
Previous $388,000 42.01%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 15, 2025
SELL
N/A
-718 Reduced 39.58%
1,096 $225,000
Q4 2024

Feb 12, 2025
BUY
N/A
837 Added 85.67%
1,814 $388,000
Q3 2024

Nov 14, 2024
BUY
N/A
977 New
977 $208,000
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