Arete Wealth Advisors, LLC Global X Fds Dow 30 Covered Ca Transaction History

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Global X Fds Dow 30 Covered Ca stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 15,220 shares of DJIA stock, worth $328,599. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,220

Previous 15,298 0.51%

Holding current value

$328,599

Previous $343,000 2.04%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$21.6 - $23.19 $1,684 - $1,808	-78 Reduced 0.51%	15,220 $336,000
Q4 2024 Feb 12, 2025	SELL	$22.42 - $23.68 $37,037 - $39,119	-1,652 Reduced 9.75%	15,298 $343,000
Q3 2024 Nov 14, 2024	SELL	$21.45 - $23.13 $143,328 - $154,554	-6,682 Reduced 28.28%	16,950 $390,000
Q2 2024 Aug 13, 2024	SELL	$21.48 - $22.7 $46,117 - $48,736	-2,147 Reduced 8.33%	23,632 $523,000
Q1 2024 May 15, 2024	SELL	$21.86 - $22.81 $7,257 - $7,572	-332 Reduced 1.27%	25,779 $587,000
Q4 2023 Feb 14, 2024	BUY	$20.82 - $22.0 $543,631 - $574,442	26,111 New	26,111 $572,000
Q2 2023 Aug 09, 2023	BUY	$21.26 - $22.31 $106,193 - $111,438	4,995 Added 29.44%	21,963 $486,000
Q1 2023 May 01, 2023	BUY	$21.3 - $22.6 $361,418 - $383,476	16,968 New	16,968 $368,000

Others Institutions Holding DJIA

# of Institutions

Shares Held

1.58M

Call Options Held

110K

Put Options Held

View Full List

About GLOBAL X FDS DOW 30 COVERED CA

Ticker DJIA
Sector ETFs
Industry ETFs

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Arete Wealth Advisors, LLC Global X Fds Dow 30 Covered Ca Transaction History