Arete Wealth Advisors, LLC ZACKS TRUST Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Number of Shares
135,023
Previous 136,646 1.19%
Holding current value
$3.94 Million
Previous $3.62 Million 8.98%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Nov 12, 2025
SELL
N/A
-1,623 Reduced 1.19%
135,023 $3.94 Million
Q2 2025

Aug 14, 2025
BUY
N/A
136,646 New
136,646 $3.62 Million
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