Dow shares owned by Arete Wealth Advisors
Historical chart of Arete Wealth Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dow by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $231k | 8.7k | 26.53 |
| 2025-03-31 | $775k | 22k | 34.92 |
| 2024-12-31 | $812k | 20k | 40.22 |
| 2024-09-30 | $1.2M | 22k | 54.40 |
| 2024-03-31 | $1.7M | 30k | 57.93 |
| 2023-12-31 | $1.7M | 31k | 54.84 |
| 2023-09-30 | $1.6M | 31k | 51.56 |
| 2023-06-30 | $1.2M | 22k | 53.27 |
| 2023-03-31 | $1.1M | 19k | 54.80 |
| 2022-12-31 | $779M | 16k | 50390.63 |
| 2022-09-30 | $612k | 14k | 43.91 |
| 2022-06-30 | $385k | 7.5k | 51.55 |
| 2022-03-31 | $415k | 6.5k | 63.72 |
| 2021-12-31 | $289k | 5.1k | 56.80 |
| 2021-09-30 | $500k | 8.7k | 57.55 |
| 2021-06-30 | $479k | 7.7k | 61.94 |
| 2021-03-31 | $533k | 8.3k | 63.97 |
| 2020-09-30 | $232k | 4.9k | 47.42 |
| 2019-12-31 | $275k | 5.0k | 54.69 |
| 2019-09-30 | $240k | 5.0k | 47.58 |
| 2019-06-30 | $495k | 10k | 49.35 |