Institution Information
| 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 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIREXION SHS ETF TR | DAILY MSFT BL1.5 | Liquidated | $0 | 0 | 0.00 | 8,000 | +Inf | 12-31-2023 | |
| PIMCO MUN INCOME FD | COM | 1852 | $228,420 | 24,373 | 0.00 | 0.00 | -192 | -0.78 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | 1853 | $228,052 | 5,528 | 0.00 | 0.00 | 4,400 | 390.07 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 1854 | $228,047 | 6,248 | 0.00 | 6,248 | +Inf | 12-31-2023 |
