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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
AADRAdvisorshares Tr
Recent Activity
Exited
0%
$838,000
40,319 shares@ $20.79 avg price
CTRACoterra Energy Inc
Recent Activity
Exited
0%
$836,000
31,446 shares@ $26.59 avg price
ULSTSsga Active Etf Tr
Recent Activity
Exited
0%
$829,000
20,495 shares@ $40.45 avg price
EOGEog Res Inc
Recent Activity
Exited
0%
$787,000
6,263 shares@ $125.66 avg price
BILSSpdr Ser Tr
Recent Activity
Exited
0%
$757,000
7,616 shares@ $99.4 avg price
AMJBJpmorgan Chase Finl Co Llc
Recent Activity
Exited
0%
$739,000
25,532 shares@ $28.95 avg price
VXUSVanguard Star Fds
Recent Activity
Exited
0%
$714,000
11,846 shares@ $60.28 avg price
KREFKkr Real Estate Fin Tr Inc
Recent Activity
Exited
0%
$683,000
75,500 shares@ $9.05 avg price
PDIPimco Dynamic Income Fd
Recent Activity
Exited
0%
$662,000
35,198 shares@ $18.81 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$559,000
9,607 shares@ $58.19 avg price