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

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Number of Shares
16,504
Previous 17,949 8.05%
Holding current value
$503,000
Previous $518,000 2.9%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2025
SELL
N/A
-1,445 Reduced 8.05%
16,504 $503,000
Q2 2025

Aug 14, 2025
BUY
N/A
717 Added 4.16%
17,949 $518,000
Q1 2025

May 15, 2025
BUY
N/A
219 Added 1.29%
17,232 $451,000
Q4 2024

Feb 12, 2025
BUY
N/A
17,013 New
17,013 $425,000
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