Arete Wealth Advisors, LLC OAKTREE SPECIALTY LENDING CO Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
10,481
Previous 10,435 0.44%
Holding current value
$143,000
Previous $160,000 10.63%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
N/A
46 Added 0.44%
10,481 $143,000
Q1 2025

May 15, 2025
BUY
N/A
10,435 New
10,435 $160,000
Q2 2024

Aug 13, 2024
BUY
N/A
4,808 Added 23.96%
24,878 $468,000
Q1 2024

May 15, 2024
BUY
N/A
600 Added 3.08%
20,070 $0
Q4 2023

Feb 14, 2024
BUY
N/A
2,251 Added 13.07%
19,470 $0
Q3 2023

Oct 30, 2023
BUY
N/A
283 Added 1.67%
17,219 $0
Q2 2023

Aug 09, 2023
SELL
N/A
-21,545 Reduced 55.99%
16,936 $329,000
Q1 2023

May 01, 2023
BUY
N/A
38,481 New
38,481 $0
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