Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | 03-15-2024 | 12-31-2023 | 1386 | 3,714,157,530 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD T | DYNMC LRG GWTH | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,606 | -23.38 | 12-31-2023 |
INVESCO DB MULTI-SECTOR COMM | OIL FD | 1402 | $341,491 | 24,550 | 0.00 | 0.00 | 600 | 2.51 | 12-31-2023 |
VICI PPTYS INC | COM | 1403 | $341,373 | 10,570 | 0.00 | 0.00 | -1,697 | -13.83 | 12-31-2023 |
BROOKFIELD INFRAST PARTNERS | LP INT UNIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,176 | -10.45 | 12-31-2023 |