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

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Number of Shares
22,382
Previous 24,073 7.02%
Holding current value
$575,000
Previous $613,000 6.2%
% of portfolio
0.04%
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
-1,691 Reduced 7.02%
22,382 $575,000
Q2 2025

Aug 14, 2025
SELL
N/A
-87 Reduced 0.36%
24,073 $613,000
Q1 2025

May 15, 2025
BUY
N/A
68 Added 0.28%
24,160 $612,000
Q4 2024

Feb 12, 2025
BUY
N/A
24,092 New
24,092 $604,000
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