Arete Wealth Advisors, LLC Alps ETF Tr Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 39,267 shares of REIT stock, worth $1.07 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
39,267
Previous 29,107 34.91%
Holding current value
$1.07 Million
Previous $795,000 29.94%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$24.01 - $27.44 $243,941 - $278,790
10,160 Added 34.91%
39,267 $1.03 Million
Q1 2025

May 15, 2025
BUY
$26.36 - $28.44 $119,885 - $129,345
4,548 Added 18.52%
29,107 $795,000
Q4 2024

Feb 12, 2025
BUY
$26.7 - $29.77 $48,647 - $54,240
1,822 Added 8.01%
24,559 $669,000
Q3 2024

Nov 14, 2024
BUY
$25.21 - $29.42 $573,199 - $668,922
22,737 New
22,737 $658,000

Others Institutions Holding REIT

# of Institutions
20
Shares Held
347K
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR

REIT Quotes by TradingView
  • Ticker REIT
  • Sector ETFs
  • Industry ETFs
More about REIT
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