Arete Wealth Advisors, LLC NFJ Holdings History
Arete Wealth Advisors, LLC's Virtus Dividend, Interest & Premium Strategy Fund Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held - shares of Virtus Dividend, Interest & Premium Strategy Fund(NFJ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0% of the outstanding Virtus Dividend, Interest & Premium Strategy Fund(NFJ) stock.
The initial trade took place in 2018Q4. And since then Arete Wealth Advisors, LLC has made 18 purchases of NFJ, at an average price of $13.27, for a total of 1.51 Mil shares. In addition, there have been 9 sales at an average price of $12.70 for 1.51 Mil shares. Based on historical transaction data and NFJ's current price of $12.66, Arete Wealth Advisors, LLC's estimated gain on his NFJ holdings is $-865,732.16, reflecting a -4.31% gain to date.
Arete Wealth Advisors, LLC NFJ ($12.66) Holding Chart
Arete Wealth Advisors, LLC NFJ ($12.66) 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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