Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
B RILEY WEALTH MANAGEMENT INC | 09-09-2022 | 06-30-2022 | 756 | 85,320,052,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ENBRIDGE INC | COM | 201 | $2,368,000 | 56,023 | 0.00 | 0.33 | -37,936 | -40.38 | 06-30-2022 |
SPROTT PHYSICAL GOLD TR | UNIT | 202 | $2,363,000 | 166,661 | 0.00 | 0.19 | 2,573 | 1.57 | 06-30-2022 |
GLOBAL X FDS | LITHIUM BTRY ETF | 203 | $2,332,000 | 32,118 | 0.00 | 0.19 | 308 | 0.97 | 06-30-2022 |
BOEING CO | COM | 204 | $2,329,000 | 17,036 | 0.00 | 0.44 | -13,059 | -43.39 | 06-30-2022 |