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 |
|---|---|---|---|---|---|---|---|---|---|
| ECOFIN SUSTAINABLE AND SOCIA | COM SH BEN INT | 2151 | $152,235 | 13,000 | 0.00 | 0.00 | 1,795 | 16.02 | 12-31-2023 |
| BLACKROCK MUNIHLDNGS CALI QL | COM | 2152 | $152,072 | 13,663 | 0.00 | 0.00 | -11,699 | -46.13 | 12-31-2023 |
| ABRDN WORLD HEALTHCARE FUND | BEN INT SHS | 2153 | $151,496 | 12,853 | 0.00 | 0.00 | -2,059 | -13.81 | 12-31-2023 |
| INVESCO MUNICIPAL TRUST | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
