AWA
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Arete Wealth Advisors’s Artisan Partners APAM Stock Holding History

Arete Wealth Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,750
Closed -$264K – 724
2025
Q1 		$264K Sell
6,750
-500
-7% -$19.6K 0.02% 582
2024
Q4 		$312K Buy
+7,250
New +$312K 0.02% 541