Arete Wealth Advisors, LLC ADVISORS INNER CIRCLE FD II Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Number of Shares
31,230
Previous 34,070 8.34%
Holding current value
$875,000
Previous $895,000 2.23%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-2,840 Reduced 8.34%
31,230 $875,000
Q2 2025

Aug 14, 2025
BUY
N/A
5,344 Added 18.6%
34,070 $895,000
Q1 2025

May 15, 2025
BUY
N/A
3,759 Added 15.06%
28,726 $695,000
Q4 2024

Feb 12, 2025
BUY
N/A
24,967 New
24,967 $627,000
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