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

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
2,384
Previous 1,096 117.52%
Holding current value
$547,000
Previous $225,000 143.11%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
N/A
1,288 Added 117.52%
2,384 $547,000
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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