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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
PSEPInnovator Etfs Trust
Recent Activity
New Position
0.07%
$735,000
19,150 shares@ $38.39 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$684,000
7,601 shares@ $89.99 avg price
REITAlps Etf Tr
Recent Activity
New Position
0.06%
$658,000
22,737 shares@ $28.94 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.06%
$653,000
26,262 shares@ $24.87 avg price
QFLRInnovator Etfs Trust
Recent Activity
New Position
0.05%
$583,000
21,257 shares@ $27.43 avg price
SHOPShopify Inc
Recent Activity
New Position
0.05%
$568,000
7,123 shares@ $79.75 avg price
SPGSimon Ppty Group Inc New
Recent Activity
New Position
0.05%
$562,000
3,332 shares@ $168.67 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.05%
$525,000
1,070 shares@ $490.66 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.04%
$453,000
10,018 shares@ $45.22 avg price
JULMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$452,000
14,550 shares@ $31.07 avg price