Arete Wealth Advisors, LLC ZACKS TRUST Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
130,279
Previous 113,466 14.82%
Holding current value
$4.42 Million
Previous $3.44 Million 28.49%
% of portfolio
0.31%
Previous 0.26%

Shares

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

Aug 14, 2025
BUY
N/A
16,813 Added 14.82%
130,279 $4.42 Million
Q1 2025

May 15, 2025
BUY
N/A
5,312 Added 4.91%
113,466 $3.44 Million
Q4 2024

Feb 12, 2025
BUY
N/A
11,907 Added 12.37%
108,154 $3.59 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-59,913 Reduced 38.37%
96,247 $3.17 Million
Q2 2024

Aug 13, 2024
BUY
N/A
31,902 Added 25.67%
156,160 $4.75 Million
Q1 2024

May 15, 2024
BUY
N/A
78,272 Added 170.21%
124,258 $0
Q4 2023

Feb 14, 2024
BUY
N/A
45,986 New
45,986 $0
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