AWA
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Arete Wealth Advisors’s OppFi OPFI Stock Holding History

Arete Wealth Advisors’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,000
Closed -$20K – 725
2023
Q1 		$20K Sell
15,000
-285,000
-95% -$380K ﹤0.01% 635
2022
Q4 		$42.3M Buy
+300,000
New +$42.3M ﹤0.01% 604