Arete Wealth Advisors, LLC ULTIMUS MANAGERS TR Transaction History

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Number of Shares
8,565
Previous 8,034 6.61%
Holding current value
$208,000
Previous $203,000 2.46%
% of portfolio
0.02%
Previous 0.01%

Shares

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

May 15, 2025
BUY
N/A
531 Added 6.61%
8,565 $208,000
Q4 2024

Feb 12, 2025
SELL
N/A
-8 Reduced 0.1%
8,034 $203,000
Q3 2024

Nov 14, 2024
BUY
N/A
8,042 New
8,042 $226,000
Q4 2023

Feb 14, 2024
BUY
N/A
8,454 New
8,454 $0
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