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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
OKTAOkta Inc
Recent Activity
Exited
0%
$421,000
4,503 shares@ $93.5 avg price
REZIshares Tr
Recent Activity
Exited
0%
$421,000
5,507 shares@ $76.45 avg price
HEDJWisdomtree Tr
Recent Activity
Exited
0%
$409,000
9,053 shares@ $45.18 avg price
IDVIshares Tr
Recent Activity
Exited
0%
$397,000
14,347 shares@ $27.68 avg price
NTRSNorthern Tr Corp
Recent Activity
Exited
0%
$395,000
4,707 shares@ $83.92 avg price
SPTSSpdr Ser Tr
Recent Activity
Exited
0%
$387,000
13,417 shares@ $28.85 avg price
BEPCBrookfield Renewable Corp
Recent Activity
Exited
0%
$380,000
13,375 shares@ $28.42 avg price
HYBLSsga Active Tr
Recent Activity
Exited
0%
$379,000
13,406 shares@ $28.28 avg price
MBSFValued Advisers Tr
Recent Activity
Exited
0%
$378,000
14,902 shares@ $25.37 avg price
AAOIApplied Optoelectronics Inc
Recent Activity
Exited
0%
$375,000
18,970 shares@ $19.77 avg price