Arete Wealth Advisors’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,238
Closed -$679K 721
2025
Q1
$679K Buy
+3,238
New +$679K 0.05% 314
2023
Q1
Sell
-4,619
Closed -$871M 656
2022
Q4
$871M Buy
+4,619
New +$871M 0.08% 232