Arete Wealth Management, LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,862,921 | 308,048 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $3,792,631 | 296,531 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,765,216 | 310,918 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $3,728,813 | 323,401 | Shares | Sole | 2025-05-16 |
| 2024-12-31 | $3,796,366 | 322,546 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $7,044,457 | 600,039 | Shares | Sole | 2024-11-18 |
| 2024-06-30 | $3,386,620 | 291,784 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $3,805,385 | 327,314 | Shares | Sole | 2024-05-16 |
| 2023-12-31 | $3,367,233 | 303,880 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,998,919 | 293,603 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $3,180,507 | 278,701 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $2,993,075 | 265,907 | Shares | Sole | 2023-05-22 |
| 2022-12-31 | $2,210,484 | 208,273 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $2,406,667 | 232,517 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $2,762,546 | 235,447 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $3,442,303 | 225,750 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $3,881,474 | 215,941 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $3,652,442 | 208,624 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $3,816,982 | 203,427 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $3,370,798 | 195,914 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $3,495,889 | 217,329 | Shares | Sole | 2021-02-08 |
| 2020-09-30 | $2,978,421 | 221,495 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $3,003,809 | 235,850 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $2,318,790 | 223,815 | Shares | Sole | 2020-05-14 |