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Christian Bulla

@Arete Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.166BTotal holdings704
Assets growth rate-4.23%Assets growth rate (2-Q avg)4.17%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Arete Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 704 positions.

Assets under management

The assets under management (AUM) of Arete Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.166B in assets, with a quarterly growth rate of -4.23% and a 2-quarter average growth rate of 4.17%. The portfolio is managed by Christian Bulla, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ARIApollo Coml Real Est Fin Inc
Recent Activity
Exited
0%
$6.592M
673,350 shares@ $9.79 avg price
XEVVXEaton Vance Ltd Duration Inc
Recent Activity
Exited
0%
$6.487M
665,996 shares@ $9.75 avg price
TCBKTrico Bancshares
Recent Activity
Exited
0%
$5.171M
130,680 shares@ $39.57 avg price
GPMTGranite Pt Mtg Tr Inc
Recent Activity
Exited
0%
$4.013M
1.351M shares@ $2.97 avg price
MQYBlackrock Muniyild Qult Fd I
Recent Activity
Exited
0%
$3.915M
318,800 shares@ $12.29 avg price
BXMTBlackstone Mtg Tr Inc
Recent Activity
Exited
0%
$3.229M
185,335 shares@ $17.43 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$2.915M
51,758 shares@ $56.32 avg price
BCSFBain Cap Specialty Fin Inc
Recent Activity
Exited
0%
$2.219M
136,038 shares@ $16.32 avg price
VTVanguard Intl Equity Index F
Recent Activity
Exited
0%
$2.064M
18,323 shares@ $112.65 avg price
RITMRithm Capital Corp
Recent Activity
Exited
0%
$2.002M
183,533 shares@ $10.91 avg price