Arete Wealth Advisors, LLC Principal ETF U.S. Small Cap M Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 25,401 shares of PSC stock, worth $1.22 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
25,401
Previous 22,252 14.15%
Holding current value
$1.22 Million
Previous $1.15 Million 13.29%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$50.76 - $56.6 $159,843 - $178,233
3,149 Added 14.15%
25,401 $1.3 Million
Q3 2024

Nov 14, 2024
BUY
$47.43 - $52.33 $1.06 Million - $1.16 Million
22,252 New
22,252 $1.15 Million

Others Institutions Holding PSC

# of Institutions
42
Shares Held
15.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF U.S. SMALL-CAP M

PSC Quotes by TradingView
  • Ticker PSC
  • Sector ETFs
  • Industry ETFs
More about PSC
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email