Arete Wealth Advisors, LLC Ishares Short Term National Mu Transaction History

Arete Wealth Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 2,016 shares of SUB stock, worth $212,869. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,016
Previous 2,016 -0.0%
Holding current value
$212,869
Previous $214,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$104.3 - $106.3 $26,075 - $26,575
-250 Reduced 11.03%
2,016 $214,000
Q2 2024

Aug 13, 2024
BUY
$104.04 - $104.8 $235,754 - $237,476
2,266 New
2,266 $237,000
Q4 2023

Feb 14, 2024
BUY
$102.62 - $105.46 $5,644 - $5,800
55 Added 2.45%
2,302 $242,000
Q3 2023

Oct 30, 2023
SELL
$102.82 - $104.26 $5,655 - $5,734
-55 Reduced 2.39%
2,247 $231,000
Q2 2023

Aug 09, 2023
BUY
$103.24 - $105.0 $5,678 - $5,775
55 Added 2.45%
2,302 $240,000
Q4 2022

Feb 06, 2023
SELL
$102.5 - $104.49 $156,005 - $159,033
-1,522 Reduced 40.38%
2,247 $234,000
Q3 2022

Nov 07, 2022
BUY
$102.59 - $105.4 $386,661 - $397,252
3,769 New
3,769 $387,000

Others Institutions Holding SUB

# of Institutions
840
Shares Held
69.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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