Arete Wealth Advisors, LLC DIS Holdings History
Arete Wealth Advisors, LLC's The Walt Disney Co Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 329,487.00 shares of The Walt Disney Co(DIS), totaling $32.52 Mil. This investment constitutes 2.48% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0.02% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2015Q2. And since then Arete Wealth Advisors, LLC has made 24 purchases of DIS, at an average price of $124.18, for a total of 365,242.00 shares. In addition, there have been 8 sales at an average price of $114.53 for 35,755.00 shares. Based on historical transaction data and DIS's current price of $121.42, Arete Wealth Advisors, LLC's estimated gain on his DIS holdings is $-1.25 Mil, reflecting a -2.77% gain to date.
Arete Wealth Advisors, LLC DIS ($121.42) Holding Chart
Arete Wealth Advisors, LLC DIS ($121.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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