Arete Wealth Advisors, LLC NEOS ETF TRUST Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
11,146
Previous 10,724 3.94%
Holding current value
$529,000
Previous $563,000 6.04%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 15, 2025
BUY
N/A
422 Added 3.94%
11,146 $529,000
Q4 2024

Feb 12, 2025
BUY
N/A
470 Added 4.58%
10,724 $563,000
Q3 2024

Nov 14, 2024
BUY
N/A
2,986 Added 41.08%
10,254 $524,000
Q2 2024

Aug 13, 2024
BUY
N/A
7,268 New
7,268 $376,000
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