Arete Wealth Advisors, LLC RBB FD INC Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
7,877
Previous 8,083 2.55%
Holding current value
$394,000
Previous $407,000 3.19%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2025
SELL
N/A
-206 Reduced 2.55%
7,877 $394,000
Q1 2025

May 15, 2025
BUY
N/A
8,083 New
8,083 $407,000
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