Arete Wealth Advisors, LLC SERIES PORTFOLIOS TR Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
11,111
Previous 8,062 37.82%
Holding current value
$295,000
Previous $217,000 35.94%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2025
BUY
N/A
3,049 Added 37.82%
11,111 $295,000
Q4 2024

Feb 12, 2025
BUY
N/A
298 Added 3.84%
8,062 $217,000
Q3 2024

Nov 14, 2024
BUY
N/A
7,764 New
7,764 $209,000
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