Arete Wealth Advisors, LLC ULTIMUS MANAGERS TR Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024
Number of Shares
8,034
Previous 8,042 0.1%
Holding current value
$203,000
Previous $226,000 10.18%
% of portfolio
0.01%
Previous 0.02%

Shares

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