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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
XBGYXBlackrock Enhanced Intl Div
Recent Activity
Decreased -1.16%
0.31%
$3.552M
613,015 shares@ $5.8 avg price
GNLGlobal Net Lease Inc
Recent Activity
Decreased -1.45%
0.31%
$3.503M
280,287 shares@ $12.5 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -10.23%
0.3%
$3.457M
30,409 shares@ $113.69 avg price
FLDRFidelity Merrimack Str Tr
Recent Activity
Increased 63.85%
0.3%
$3.402M
67,752 shares@ $50.22 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -68%
0.3%
$3.399M
50,524 shares@ $67.28 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 4.06%
0.29%
$3.376M
66,983 shares@ $50.41 avg price
QUALIshares Tr
Recent Activity
Decreased -14.05%
0.29%
$3.336M
18,683 shares@ $178.56 avg price
AXPAmerican Express Co
Recent Activity
Increased 13.03%
0.28%
$3.195M
12,002 shares@ $266.21 avg price
SMIZZacks Trust
Recent Activity
Decreased -38.36%
0.28%
$3.173M
96,247 shares@ $32.97 avg price
LADLithia Mtrs Inc
Recent Activity
Decreased -20.45%
0.27%
$3.043M
9,581 shares@ $317.61 avg price