AWA
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Arete Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Arete Wealth Advisors’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,004
Closed -$208K – 670
2023
Q4 		$208K Buy
+4,004
New +$208K 0.02% 668