Arete Wealth Advisors, LLC ELEVATION SERIES TRUST Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Number of Shares
32,646
Previous 35,423 7.84%
Holding current value
$987,000
Previous $1.07 Million 7.58%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Nov 12, 2025
SELL
N/A
-2,777 Reduced 7.84%
32,646 $987,000
Q2 2025

Aug 14, 2025
BUY
N/A
10,368 Added 41.38%
35,423 $1.07 Million
Q1 2025

May 15, 2025
SELL
N/A
-8,375 Reduced 25.05%
25,055 $745,000
Q4 2024

Feb 12, 2025
BUY
N/A
12,589 Added 60.4%
33,430 $1.03 Million
Q3 2024

Nov 14, 2024
BUY
N/A
5,176 Added 33.04%
20,841 $630,000
Q2 2024

Aug 13, 2024
BUY
N/A
15,665 New
15,665 $447,000
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