Arete Wealth Advisors, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$25.35 - $28.49 $68,723 - $77,236	-2,711 Reduced 9.28%	26,511 $755,000
Q4 2023 Feb 14, 2024	BUY	$23.75 - $25.99 $64,362 - $70,432	2,710 Added 10.22%	29,222 $741,000
Q3 2023 Oct 30, 2023	SELL	$22.87 - $24.87 $3,087 - $3,357	-135 Reduced 0.51%	26,512 $654,000
Q1 2023 May 01, 2023	SELL	$20.96 - $23.77 $40,348 - $45,757	-1,925 Reduced 6.74%	26,647 $591,000
Q4 2022 Feb 06, 2023	BUY	$21.04 - $23.04 $40,502 - $44,352	1,925 Added 7.22%	28,572 $621,000
Q3 2022 Nov 07, 2022	BUY	N/A	26,647 New	26,647 $535,000
Q2 2022 Aug 15, 2022	SELL	N/A	-21,647 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	N/A	21,647 New	21,647 $386,000
Q2 2020 Aug 11, 2020	SELL	N/A	-11,630 Closed	0 $0
Q1 2020 May 14, 2020	SELL	N/A	-2,390 Reduced 17.05%	11,630 $105,000
Q4 2019 Feb 14, 2020	BUY	N/A	4,807 Added 52.18%	14,020 $306,000
Q3 2019 Nov 13, 2019	BUY	N/A	899 Added 10.81%	9,213 $214,000
Q2 2019 Aug 14, 2019	SELL	N/A	-291 Reduced 3.38%	8,314 $209,000
Q1 2019 May 15, 2019	BUY	N/A	8,605 New	8,605 $220,000
Q4 2018 Feb 14, 2019	SELL	N/A	-8,820 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-1,901 Reduced 17.73%	8,820 $242,000
Q2 2018 Aug 14, 2018	SELL	N/A	-207 Reduced 1.89%	10,721 $285,000
Q1 2018 May 15, 2018	SELL	N/A	-6,275 Reduced 36.48%	10,928 $262,000
Q4 2017 Feb 14, 2018	BUY	N/A	17,203	17,203 $473,000

Others Institutions Holding AMJ

# of Institutions

15

Shares Held

662K

Call Options Held

200

Put Options Held

0

About JPMORGAN CHASE & CO ALERIAN ML

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