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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBOXX HI YD ETF | 401 | $2,043,433 | 26,404 | 0.00 | 0.00 | 16,789 | 174.61 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | Liquidated | $0 | 0 | 0.00 | 0.00 | -111 | -0.99 | 12-31-2023 |
| DELL TECHNOLOGIES INC | CL C | 403 | $2,026,092 | 26,485 | 0.00 | 0.00 | 9,071 | 52.09 | 12-31-2023 |
| INVESCO DB MULTI-SECTOR COMM | BASE METALS FD | Liquidated | $0 | 0 | 0.00 | 100,112 | +Inf | 12-31-2023 |
