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 |
---|---|---|---|---|---|---|---|---|---|
PIMCO ETF TR | INTER MUN BD ACT | 351 | $813,000 | 15,800 | 0.00 | 0.05 | 4,500 | 39.82 | 06-30-2022 |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 352 | $812,000 | 11,252 | 0.00 | 0.05 | 2,700 | 31.57 | 06-30-2022 |
TWILIO INC | CL A | 353 | $810,000 | 9,660 | 0.00 | 0.12 | 511 | 5.59 | 06-30-2022 |
WELLS FARGO CO NEW | COM | 354 | $807,000 | 20,611 | 0.00 | 0.08 | -879 | -4.09 | 06-30-2022 |