Number of Shares
13,275
Previous 11,799 12.51%
Holding current value
$662,000
Previous $602,000 9.97%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
N/A
1,476 Added 12.51%
13,275 $662,000
Q3 2024

Nov 14, 2024

BUY
N/A
5,291 Added 81.3%
11,799 $602,000
Q2 2024

Aug 13, 2024

BUY
N/A
6,508 New
6,508 $357,000
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.