Arete Wealth Management, LLC
Holdings in IVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,096,607 | 38,873 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,172,217 | 40,958 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,119,947 | 40,874 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,287,962 | 43,853 | Shares | Sole | 2025-05-16 |
| 2024-12-31 | $1,257,324 | 41,730 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $1,270,862 | 44,796 | Shares | Sole | 2024-11-18 |
| 2024-06-30 | $1,230,250 | 49,687 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,508,662 | 58,680 | Shares | Sole | 2024-05-16 |
| 2023-12-31 | $1,491,816 | 58,872 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,510,768 | 63,451 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $493,113 | 21,310 | Shares | Sole | 2023-08-09 |
| 2022-03-31 | $250,610 | 8,142 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $265,566 | 9,742 | Shares | Sole | 2022-02-07 |