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

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Number of Shares
22,872
Previous 24,754 7.6%
Holding current value
$670,000
Previous $668,000 0.3%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2025
SELL
N/A
-1,882 Reduced 7.6%
22,872 $670,000
Q2 2025

Aug 14, 2025
SELL
N/A
-270 Reduced 1.08%
24,754 $668,000
Q1 2025

May 15, 2025
BUY
N/A
6,151 Added 32.59%
25,024 $617,000
Q4 2024

Feb 12, 2025
BUY
N/A
18,873 New
18,873 $476,000
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