Arete Wealth Advisors, LLC Alps ETF Tr Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
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 24,559 shares of REIT stock, worth $684,704. This represents 0.05% of its overall portfolio holdings.
Number of Shares
24,559
Previous 22,737
8.01%
Holding current value
$684,704
Previous $658,000
1.67%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding REIT
# of Institutions
18Shares Held
372KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC121KShares$3.38 Million0.88% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA117KShares$3.26 Million0.12% of portfolio
-
Kestra Private Wealth Services, LLC26KShares$724,4330.01% of portfolio
-
Arbor Capital Management Inc Anchorage, AK24.8KShares$692,3990.72% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH14KShares$390,0410.12% of portfolio