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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
MGKVanguard World Fd
Recent Activity
Exited
0%
$1.919M
70,863 shares@ $27.09 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$1.823M
12,760 shares@ $142.87 avg price
BLWBlackrock Ltd Duration Incom
Recent Activity
Exited
0%
$1.661M
118,955 shares@ $13.97 avg price
NADNuveen Quality Muncp Income
Recent Activity
Exited
0%
$1.575M
134,143 shares@ $11.75 avg price
DBOInvesco Db Multi-sector Comm
Recent Activity
Exited
0%
$1.04M
65,662 shares@ $15.84 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$987,000
27,808 shares@ $35.5 avg price
NBHNeuberger Berman Mun Fd Inc
Recent Activity
Exited
0%
$926,000
86,718 shares@ $10.68 avg price
NOVASunnova Energy Intl Inc.
Recent Activity
Exited
0%
$921,000
165,000 shares@ $5.59 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$895,000
13,937 shares@ $64.22 avg price
KYNKayne Anderson Energy Infrst
Recent Activity
Exited
0%
$859,000
83,152 shares@ $10.34 avg price