Number of Shares
23,131
Previous 13,827 67.29%
Holding current value
$1.23 Million
Previous $499,000 146.29%
% of portfolio
0.09%
Previous 0.04%

Shares

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

Feb 12, 2025

BUY
N/A
9,304 Added 67.29%
23,131 $1.23 Million
Q3 2024

Nov 14, 2024

SELL
N/A
-2,050 Reduced 12.91%
13,827 $499,000
Q2 2024

Aug 13, 2024

BUY
N/A
2,501 Added 18.7%
15,877 $543,000
Q1 2024

May 15, 2024

BUY
N/A
13,376 New
13,376 $0
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.